Rodney L Mcleod

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  Charles Schwab & Co., Inc,
  Fort Worth, TX
• 05/2002 → Present
  Personal Farm
  Milford, TX
• 06/2011 → Present
  Morgan Stanley Smith Barney
  Dallas, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2004-04-23 → 2011-06-21
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

PERSONAL FARM, MILFORD TX 76670, FARM, OWNER/OPERATOR, 0 HOURS, 10 HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-16
• S63 Uniform Securities Agent State Law Examination
  1990-12-10

Other Names

• Rod Mcleod
• Rodney Lee Mcleod