CB
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Colin Boddicker

19 Years of Experience
Dallas, TX
Broker

Colin Boddicker is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 19 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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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.

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Other Business Activities

Colin works as a contractor for Texas Christian University, involved in publishing. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Texas Capital Bank Private Wealth Advisors
January 2019 - February 2022 · 3 yrs 1 mo
Kingswood Capital Partners, LLCBroker
January 2019 - February 2022 · 3 yrs 1 mo
Raymond James Financial Services Advisors, INC
August 2016 - December 2018 · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2016 - December 2018 · 2 yrs 4 mos
Sendero Wealth Management, LLC
July 2013 - April 2015 · 1 yr 9 mos
Sendero Securities, LLCBroker
July 2013 - April 2015 · 1 yr 9 mos
Argentus Advisors, LLC
October 2011 - June 2013 · 1 yr 8 mos
Argentus Securities, LLCBroker
June 2009 - June 2013 · 4 yrs
Oakview Capital Management, L.P.
May 2009 - November 2011 · 2 yrs 6 mos
Sws Financial ServicesBroker
January 2006 - May 2007 · 1 yr 4 mos
Sws Financial Services
January 2006 - May 2007 · 1 yr 4 mos
Gunnallen Financial, INC
July 2005 - November 2005 · 4 mos
Gunnallen Financial, INCBroker
July 2005 - November 2005 · 4 mos
Metlife Securities INC.
July 2003 - July 2005 · 2 yrs
Metlife Securities INC.Broker
May 2003 - July 2005 · 2 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
May 2003 - July 2005 · 2 yrs 2 mos
State Registrations25 states
AZCACOFLGAIAIDILKSMAMIMNMONCNENHNVNYOKPASDTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Colin Boddicker - Financial Advisor | TrueAdvisor