Richard E. Cudjo - Morgan Stanley Financial Advisor - Oklahoma City, OK
Morgan Stanley
Richard E. Cudjo
Consulting Group
Second Vice President
Financial Advisor
Financial Planning Specialist
6305 Waterford Blvd
Suite 240
Oklahoma City, OK 73118
tel: (405) 879-7142
toll-free: (800) 735-7677 
fax: (405) 708-5244

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Capitol Chamber of Commerce Member
  • Leadership Oklahoma Class VIII Ambassador
  • University of Oklahoma "O" Club Member
  • Metro Technology Center - Emeritus Board Member
  • University of OK Price College Board of Advisors
Services
  • 401(k) Rollovers
  • Asset Management
  • Access to Lending Services
  • Philanthropic Services
  • Estate Planning Strategies
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Exchange Traded Funds
  • Corporate Retirement Plans
Education and Licensing
  • Masters in Business Administration, 1988
    Oklahoma City University
  • BBA - Finance, 1982
    University of Oklahoma
  • Financial Planning Specialist Designation
  • SB Advisor Certified
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health, Long Term Care, Property & Casualty & Variable Annuity Insurance Licensed
Honors and Recognition
  • Oklahoma Leadership Graduate
  • Honors Graduate
    Oklahoma City University
Business Experience
  • 2002 - Present: Morgan Stanley*

    Second Vice President
    Financial Advisor
  • 1992 - 2002: Merrill Lynch

    Assistant Vice President
    Senior Financial Advisor
    Wealth Management Advisor
    Certified Financial Manager

Bulletin Board
  • To see timely market recap, see Cash Market Rates Snapshot.

  • As the managed money unit of Morgan Stanley, Consulting Group has a long history of providing investment consulting advice and services to a broad range of individual and institutional clients. Their mission is to provide the highest level of sophisticated financial advice; objective investment manager, economic and capital markets research; and asset allocation advice to our clients.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Richard E. Cudjo holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IN, KS, KY, LA, MA, MN, MO, NE, NM, NY, OK, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1279210

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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