Vernon Ansel Bodelson

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

• 11/2019 → Present
  Morgan Stanley
  Houston, TX
• 01/2017 → 11/2019
  Dbc Inc.
  Santa Fe, NM
• 11/2015 → 01/2017
  Geronimo
  Santa Fe, NM
• 04/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*OBI- n/a; Investment related-Yes/No; Santa Fe, New Mexico; Rental Property;Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11