Kodie Fridley is a CFP-designated registered investment advisor at Morgan Stanley, based in Naples, FL, with 11 years of industry experience. Kodie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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Regulatory History
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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Kodie is the sole proprietor/owner of Fish 239 LLC, a recreation business in Naples, Florida, since May 2022. Kodie spends about 10-20% of their time on this investment-related activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
State Registrations44 states
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Exams
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