James Roddy is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1100 Poydras Street, Suite 1900, New Orleans, LA, 70163
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the sole owner of two rental properties, one in Metairie, LA since June 2015, and another in New Orleans, LA since May 2018. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Lehman Brothers INC.
Lehman Brothers INC.Broker
Links Securities INC.Broker
Financial Asset Management, INC.Broker
State Registrations39 states
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