Ronald Richardson has been President, Senior Portfolio Manager of Vista Investment Partners since November 2016, is a control person of the firm and directly owns 75% or more of it. Ronald Richardson holds a Bachelor's in Business Administration (focus on economics and accounting) from Southwestern College.
Vista Investment Partners LLC is an Oklahoma City, OK firm with $611M under management, 479 clients and 6 advisers across 2 offices, as of its May 2026 filing.
Ronald Richardson is Senior Portfolio Manager, Managing Partner and Chief Investment Officer of Vista Investment Partners. He is responsible for shaping the firm's investment strategies, oversees them, and advises clients on their investments. He has worked in the financial services industry since 1984, previously at Raymond James.
Ronald Richardson’s longest registration is the current one, 9 years at Vista Investment Partners since 2017. Before joining Vista Investment Partners in 2017, Ronald Richardson was registered through Raymond James & Associates, Inc. and Morgan Stanley Smith Barney LLC.
- – present · 9 yearsOklahoma City, OK · Adviser representative · Firm CRD 286014
- Raymond James & Associates, Inc.– · 7 yearsOklahoma City, OK · Adviser representative · Firm CRD 705
- Morgan Stanley Smith Barney LLC– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 6 yearsOklahoma City, OK · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Ronald Richardson is registered as an investment adviser representative in 4 states. The first approvals date from March 2017; the most recent is Oklahoma, in February 2023.
- CaliforniaSince 25 March 2017
- LouisianaSince 25 March 2017
- OklahomaSince 17 February 2023
- TexasSince 25 March 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 6 March 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 April 1984 |
| Series 7 | General Securities Representative Examination | 14 April 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald Loyd Richardson
- CRD
- 1255191
- Firm
- Vista Investment Partners · CRD 286014
- Role
- President, Senior Portfolio Manager
- Office
- 5601 NORTH CLASSEN BOULEVARD, SUITE 101, Oklahoma City, OK 73118
- Registration
- Investment adviser registration
- In the industry since
- May 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vistainvestment.com
Where does Ronald Richardson work?
Ronald Richardson has been President, Senior Portfolio Manager of Vista Investment Partners LLC since November 2016, and is a control person of the firm.
Is Ronald Richardson a financial advisor?
Yes. Ronald Richardson has a current investment-adviser registration in California, Louisiana, Oklahoma and Texas, through Vista Investment Partners since March 2017.
How many years of experience does Ronald Richardson have?
Ronald Richardson has 42 years in the financial industry, since May 1984, across 5 adviser firms.
What exams has Ronald Richardson passed?
Ronald Richardson has passed 3 licensing exams: the Series 7, Series 63 and Series 3. The earliest, the Series 7, was passed in April 1984. FINRA credited Ronald Richardson with the SIE, which began in October 2018.
Where did Ronald Richardson work before Vista Investment Partners?
Before Vista Investment Partners, Ronald Richardson was registered through Raymond James & Associates, Inc., October 2009 to December 2016; Morgan Stanley Smith Barney LLC, June 2009 to October 2009; Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, February 2001 to April 2007.
Where is Ronald Richardson based?
Ronald Richardson’s registered office is in Oklahoma City, OK.
Is Ronald Richardson registered with FINRA?
No. Ronald Richardson has no current broker registration.
How can I verify Ronald Richardson’s record?
Search CRD 1255191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Richardson’s full registration record.