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
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Location

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History (1)
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Customer Dispute
August 2009
Denied
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
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.