Lindsey Sue Herda
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Lindsey Sue Herda? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyJul 2022 to now
- Morgan Stanley Smith Barney LLCJul 2022 to now
- Legacy Wealth Management, LPL FinancialDec 2019 to Jun 2022
- LPL Financial LLCDec 2019 to Jun 2022
- Legacy Wealth Management, Woodbury Financial Services Inc.Jul 2018 to Dec 2019
- Mom's DinerJul 2018 to Sep 2018
- UnemployedMay 2018 to Jul 2018
- Microtel Inn & SuitesJun 2017 to Oct 2017
- Minnesota State University MoorheadAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (ND, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 6991194
- Firm CRD
- 149777