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Rodney Woodley

39 Years of Experience
Sarasota, FL
Broker

Rodney Woodley is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 39 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

Sarasota, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rodney is a partner in Woodley Family LTD Partnership since 2008, and a limited partner in Sweeto Burrito since 2016, where he made an equity investment. He is also the sole owner of a business in Bradenton, Florida since 2021, dedicating minimal time to each activity.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - March 2022 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2013 - March 2022 · 8 yrs 3 mos
UBS Financial Services INC.Broker
October 2006 - December 2013 · 7 yrs 2 mos
UBS Financial Services INC.
October 2006 - December 2013 · 7 yrs 2 mos
Citigroup Global Markets INC.
January 1999 - October 2006 · 7 yrs 9 mos
Citigroup Global Markets INC.Broker
August 1993 - October 2006 · 13 yrs 2 mos
American Express Financial Advisors INC.Broker
December 1986 - August 1993 · 6 yrs 8 mos
Ids Life Insurance CompanyBroker
December 1986 - August 1993 · 6 yrs 8 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.