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Roy Aldon Runyon III

Investment Adviser Representative at River Crescent Advisors, LLC

Suffolk, VACRD #7220243Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Roy Aldon Runyon is an investment adviser representative with River Crescent Advisors, LLC in Suffolk, VA, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Beacon Harbor Wealth Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.

Office

800 W Riverview Drive
Suffolk, VA 23434

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/10/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

River Crescent Advisors, LLCCurrent
4/1/2025 – Suffolk, VA
Beacon Harbor Wealth Advisors
1/21/2020 – 3/31/2025Virginia Beach, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Beacon Harbor Wealth Advisors, Inc.
    Jan 2020 – Apr 2025Virginia Beach, VA
  2. The Gartman Letter L.C.
    May 2004 – Dec 2019Suffolk, VA
  3. River Crescent Advisors, LLC
    Apr 2025 – no end date reportedSuffolk, VA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About River Crescent Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, retirement planning, estate planning, and tax optimization, with a holistic approach that combines thoughtful strategies with expert insights.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Investment ManagementRetirement PlanningEstate PlanningTax OptimizationFinancial Planning

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Suffolk, VA
SEC file number:
801-132065

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 30, 2026

View full firm profile

Other advisors at River Crescent Advisors, LLC

1 other advisor in the directory

View River Crescent Advisors, LLC firm profile

Similar advisors in Suffolk, VA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roy Aldon Runyon III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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