Henry Richter, financial advisor Worthington OH

Henry Richter

CRD Number: 376051
Current Firm: Worthington Wealth Management

Henry Richter (CRD# 376051) is an Investment Advisor Representative working at Worthington Wealth Management in Worthington, OH and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Worthington Wealth Management Worthington, OH Apr 2021 - Current 2
Benjamin F. Edwards & Company Columbus, OH Jun 2017 - Apr 2021 3
Unemployed Columbus, OH Sep 2016 - Jun 2017 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2016 1
Morgan Stanley Smith Barney Columbus, OH Jun 2009 - Sep 2016 7
Morgan Stanley & Company, Incorporated Columbus, OH Apr 2007 - Sep 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Henry L. Richter
Phone Number: 614-368-0769
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $353,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, OH, TX

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