FW
FW

Felicia Woods

22 Years of Experience
Greenville, DE
Broker

Felicia Woods is a registered investment advisor at Morgan Stanley, based in Greenville, DE, with 22 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

500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Felicia is involved with Toastmasters International, serving on the Finance Committee since July 2024. This social and recreational activity requires minimal time outside of business hours and involves accounting/bookkeeping.

Employment History
Current Registrations
Morgan Stanley
February 2012 - Present · 14 yrs 5 mos
Morgan StanleyBroker
October 2009 - Present · 16 yrs 9 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
April 2001 - January 2005 · 3 yrs 9 mos
Nylife Securities INC.Broker
September 1998 - May 2000 · 1 yr 8 mos
Copeland Equities, INC.Broker
October 1997 - June 1998 · 8 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMONCNJNYOHORPASCTNTXUTVAVTWAWIWV
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.