MB
MB
Mark Bodkins is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (5)
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Customer Dispute
March 2025Denied
Customer Dispute
November 2008Denied
Customer Dispute
July 2007Settled
Customer Dispute
May 2006Closed-No Action
Customer Dispute
May 2003Denied
Other Business Activities
Mark manages his rental property LLC, 6100 Mark, LLC, which is investment-related. This activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1985 - July 1993 · 8 yrs 1 mo
Donald Sheldon & CO., INC.Broker
October 1984 - June 1985 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1984 - October 1984 · 5 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.