James Theodore is a registered investment advisor at Morgan Stanley, based in Potsdam, NY, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
65 Market Street, Potsdam, NY, 13676
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a director at St. Lawrence Health Systems, where he chairs the Strategic Planning Committee, spending minimal time during and after business hours. He is also a board member at Potsdam Town and Country Club, dedicating a few hours per week after business hours to business development and growth.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations40 states
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