Rickey D Bellew
Investment adviser representative at Oppenheimer & Co. Inc.
10 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oppenheimer & Co. Inc.Jan 2026 to now
- LPL Enterprise, LLCNov 2024 to Jan 2026
- The Prudential Insurance Company of AmericaOct 2022 to Jan 2026
- Pruco Securities LLCOct 2022 to Nov 2024
- LPL Financial LLCSep 2019 to Oct 2022
- Edward JonesFeb 2019 to Sep 2019
- Fisher InvestmentsMay 2017 to Feb 2019
- ScottradeMar 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4895077
- Firm CRD
- 249