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Judson Rodman

Morgan Stanley
43 Years of Experience
Virginia Beach, VA
1 DisclosureBroker
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Judson Rodman is a registered investment advisor at Morgan Stanley, based in Virginia Beach, VA, with 43 years of industry experience. Judson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

222 Central Park Avenue, Virginia Beach, VA, 23462

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2018
Final
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Other Business Activities

Judson is involved with JHR Photography since 2015, dedicating minimal time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.
October 1995 - April 2008 · 12 yrs 6 mos
UBS Financial Services INC.Broker
January 1995 - April 2008 · 13 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1991 - January 1995 · 4 yrs
Dean Witter Reynolds INC.Broker
May 1984 - January 1991 · 6 yrs 8 mos
Branch, Cabell & CompanyBroker
March 1983 - May 1984 · 1 yr 2 mos
State Registrations17 states
CAFLKSMAMDMNMSNCNMNYPASCTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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