Linda Marie Richards

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 07/2020
  Edward Jones
  St Louis, MO
• 07/2020 → 02/2022
  Morgan Stanley
  Chesterfield, MO
• 11/2020 → 02/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2022 → Present
  Oppenheimer & Co, Inc
  St Louis, MO
• 02/2022 → 07/2022
  Unemployed
  House Springs, MO

Previous Registrations

• 2020-09-08 → 2022-02-16
  Morgan Stanley
  Chesterfield, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-09-08

Other Names

• Linda Marie Boedy
• Linda Marie Williams
• Linda Marie Richards