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Colin James Boddicker

Morgan Stanley

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About Colin James Boddicker

Colin Boddicker is a financial advisor with over 17 years of experience in the industry. Colin has worked with a variety of firms including Kingswood Capital Partners, LLC, Raymond James Financial Services, Inc., Sendero Securities, LLC, Argentus Securities, LLC, and SWS Financial Services. Colin has a wide range of experience in the financial industry, specializing in investment management, financial planning, and retirement planning. Colin currently works at Morgan Stanley, serving individual investors, high-net-worth individuals, corporations, and institutions. Colin is committed to providing his clients with the highest level of service and expertise.

Firm Information

Colin Boddicker is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Colin Boddicker’s Registration & Firm History

TX

02/18/2022 - Present

Morgan Stanley (Dallas TX)

TX

01/02/2019 - 02/23/2022

KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)

TX

08/08/2016 - 12/31/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)

TX

07/02/2013 - 04/24/2015

SENDERO SECURITIES, LLC (SAN ANTONIO TX)

TX

06/01/2009 - 06/14/2013

ARGENTUS SECURITIES, LLC (DALLAS TX)

TX

01/13/2006 - 05/31/2007

SWS FINANCIAL SERVICES (DUNCANVILLE TX)

FL

07/14/2005 - 11/01/2005

GUNNALLEN FINANCIAL, INC (TAMPA FL)

MA

05/12/2003 - 07/21/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/12/2003 - 07/21/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Colin James Boddicker.
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