JB
JB
Joseph Boddiford
30 Years of Experience
Lutherville, MD
1 DisclosureBroker
Joseph Boddiford is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 30 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
Loading...
Location
2330 West Joppa Road, Suite 255, Lutherville, MD, 21093
Get directionsHistory
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.
Customer Dispute
August 2009Denied
Other Business Activities
Joseph volunteers with the James V McMahan Commission on Veterans Affairs, coordinating veteran community activities. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
July 1999 - February 2006 · 6 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1999 - February 2006 · 6 yrs 8 mos
Dean Witter Reynolds INC.Broker
October 1995 - June 1999 · 3 yrs 8 mos
State Registrations28 states
AZCACOCTDCDEFLGAKSLAMAMDMNNCNHNJNYOHORPASCTNTXUTVAWAWVWY
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.