Boyd Edward Dose

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

• 10/2010 → 12/2021
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 10/2008 → 12/2021
  J.P. Morgan Securities Llc
  Chicago, IL
• 12/2021 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 01/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-08-03 → 2021-12-09
  J.P. Morgan Securities Llc
  Chicago, IL
• 2003-11-11 → 2007-08-08
  A. G. Edwards & Sons, Inc.
  Mequon, WI
  Mequon, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-15
• S63 Uniform Securities Agent State Law Examination
  1990-10-19

Other Names

• Rusty Dose
• Rusty Dose
• Boyd Edward Dose
• Boyd Edward Dose
• Boyd E Dose