Colin James Boddicker

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

• 08/2016 → 12/2018
  Raymond James Financial Services Advisors, Inc.
  Dallas, TX
• 08/2016 → 02/2022
  Texas Capital Bank
  Dallas, TX
• 11/2016 → Present
  Texas Christian University
  Fort Worth, TX
• 01/2019 → 02/2022
  Chalice Capital Partners, Llc
  San Diego, CA
• 01/2019 → 02/2022
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 03/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-01-04 → 2022-02-24
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 2016-08-17 → 2018-12-31
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2013-07-02 → 2015-04-24
  Sendero Wealth Management, Llc
  San Antonio, TX
• 2011-10-20 → 2013-06-14
  Fortitude Advisory Group L.L.C.
  Gig Harbor, WA
• 2009-05-06 → 2011-11-01
  Oakview Capital Management, L.P.
  Dallas, TX
• 2006-01-13 → 2007-05-31
  Momentum Independent Network Inc.
  Dallas, TX
  Duncanville, TX
• 2005-07-14 → 2005-11-01
  Gunnallen Financial, Inc
  Rockwall, TX
• 2003-07-02 → 2005-07-21
  Msi Financial Services, Inc.
  Addison, TX

Other Businesses

*487951 - Texas Christian University; Investment related - No; Fort Worth, Texas; Publishing; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2016; During business hours: 0; After business hours: 10; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2003-06-24

Other Names

• Colin J. Boddicker