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Todd Vogel

28 Years of Experience
Wellesley, MA
Broker

Todd Vogel is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 28 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

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Todd is a clerk for All That Jazz Dance Studio Ltd. since 2002, spending minimal time on this activity. Todd also owns retail/online stores selling sneakers since 2021, dedicating minimal time to this endeavor.

Employment History
Current Registrations
Morgan Stanley
November 2016 - Present · 9 yrs 6 mos
Morgan StanleyBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2013 - November 2016 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - November 2016 · 2 yrs 11 mos
Wells Fargo Funds Distributor, LLCBroker
January 2013 - December 2013 · 11 mos
Wells Fargo Funds Management, LLC
January 2013 - December 2013 · 11 mos
Guardian Investor Services LLCBroker
September 2010 - January 2013 · 2 yrs 4 mos
RBC Capital Markets Corporation
May 2009 - September 2010 · 1 yr 4 mos
RBC Capital Markets CorporationBroker
March 2009 - September 2010 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
February 2006 - March 2009 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2005 - March 2006 · 1 yr 2 mos
National Financial Services LLCBroker
February 1999 - April 2002 · 3 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
November 1997 - December 2004 · 7 yrs 1 mo
State Registrations2 states
CTMA
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.