RW
RW
Roderick Webb is a registered investment advisor at Morgan Stanley, based in Pleasanton, CA, with 27 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
4309 Hacienda Drive, Suite 200, Pleasanton, CA, 94588
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
April 2022Judgment / Lien
April 2019Judgment / Lien
January 2019Other Business Activities
Roderick owns NOLA Music Studios, LLC, a recording studio, since 2019. He spends about 10-20% of his time providing the facility, equipment, and instruments to music producers, though the space is not currently accessible to others.
Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
September 2015 - September 2023 · 8 yrs
E*trade Securities LLCBroker
September 2015 - September 2023 · 8 yrs
Strategic Advisers, INC.
August 2012 - September 2015 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
August 2012 - September 2015 · 3 yrs 1 mo
E*trade Capital Management, LLC
September 2006 - March 2012 · 5 yrs 6 mos
E*trade Securities LLCBroker
August 2004 - March 2012 · 7 yrs 7 mos
H&r Block Financial Advisors, INC.
December 2003 - August 2004 · 8 mos
H&r Block Financial Advisors, INC.Broker
December 2003 - August 2004 · 8 mos
Transamerica Financial Advisors, INC.
February 2003 - December 2003 · 10 mos
Transamerica Financial Advisors, INC.Broker
March 2001 - December 2003 · 2 yrs 9 mos
Pruco Securities CorporationBroker
March 1999 - March 2001 · 2 yrs
Prudential Securities IncorporatedBroker
November 1997 - February 1999 · 1 yr 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.