HD
HD
Henry Dodson is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 31 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
1 Edison Drive, Alpharetta, GA, 30005
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 1997Settled
Employment Separation After Allegations
January 1997Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
E*trade Capital Management, LLC
August 2017 - September 2023 · 6 yrs 1 mo
E*trade Securities LLCBroker
June 2016 - September 2023 · 7 yrs 3 mos
E*trade Clearing LLCBroker
November 2009 - September 2016 · 6 yrs 10 mos
E*trade Securities LLCBroker
June 2003 - March 2011 · 7 yrs 9 mos
E*trade Clearing LLCBroker
November 2002 - June 2003 · 7 mos
E*trade Securities LLCBroker
April 1999 - November 2002 · 3 yrs 7 mos
R a F Financial CorporationBroker
February 1997 - May 1997 · 3 mos
Barron Chase Securities, INC.Broker
January 1994 - February 1997 · 3 yrs 1 mo
Chatfield Dean & CO., INC.Broker
April 1993 - January 1994 · 9 mos
State Registrations1 state
GA
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.