Richard P. Mcdonald
Professional summary
Richard Patrick Mcdonald is a registered financial advisor currently at BENJAMIN F. EDWARDS & COMPANY, INC. located in St. Louis, Missouri.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Richard has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Patrick Mcdonald's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2026 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
Office #1: One North Brentwood Boulevard Suite 850, St. Louis, MO 63105Office #2: One North Brentwood Blvd. Suite 850, St. Louis, MO 63105December 10, 2010 - May 11, 2026
MONETA GROUP INVESTMENT ADVISORS, LLC
July 27, 2007 - January 21, 2010
BUCKINGHAM STRATEGIC WEALTH, LLC
July 27, 2007 - January 21, 2010
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
Primary Firm SEC Registration
BENJAMIN F. EDWARDS & COMPANY, INC.
CRD#: 146936 / SEC#: 801-71421, 8-68023
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/18/2026)
Current Firm
BENJAMIN F. EDWARDS & COMPANY, INC.
CRD#: 146936 / SEC#: 801-71421, 8-68023
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BENJAMIN EDWARDS, INC. | OWNER | |
| BRANDSTADT, TODD HEINRICH | DIRECTOR/DIRECTOR OF BRANCHES | 2631699 |
| EDWARDS, BENJAMIN FRANKLIN | DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES | 6670972 |
| EDWARDS, BENJAMIN FRANKLIN IV | CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT | 1061490 |
| EGGLESTON, BROOKE DANIELLE | DIRECTOR/CHIEF HUMAN RESOURCE OFFICER | 7528898 |
| KELLER, CHRISTOPHER M | DIRECTOR/DIRECTOR OF BUSINESS SERVICES | 4346617 |
| MARTIN, THOMAS HAYDEN JR | DIRECTOR/CHIEF FINANCIAL OFFICER | 1459719 |
| MUCKLER, MATTHEW PAUL | CHIEF COMPLIANCE OFFICER, ADVISORY | 4762147 |
| RUBENSTEIN, DOUGLAS DAVID | DIRECTOR/SENIOR ADVISOR TO THE CHAIRMAN | 1138380 |
| STEVENS, KATELYN CLARE | CHIEF COMPLIANCE OFFICER, BROKERAGE | 5752247 |
| TAYLOR, GWENDOLYN MADISON | DIRECTOR/CHIEF LEGAL COUNSEL | 4812432 |
| WHITING, CHRISTOPHER MARK | DIRECTOR OF FINANCIAL STRATEGIES GROUP | 2242513 |
| WISDOM, BILLY JOE | DIRECTOR/DIRECTOR OF REGULATORY & OVERSIGHT SERVICES | 1810908 |
Regulatory assets under management
| Total Number of Accounts | 49,475 |
| AUM (Assets Under Management) | $ 15,656,482,908 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 01/23/2025 | ||
| 12/20/2023 |
Red Flags
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