Bradley William Bodmer

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

• 07/2022 → 02/2024
  Rockefeller Capital Management
  Saratoga Springs, NY
• 08/2021 → 05/2022
  Amwins Group Benefits Llc
  North Kingstown, RI
• 08/2017 → 05/2022
  Providence College
  Providence, RI
• 01/2013 → 08/2017
  Niskayuna High School
  Niskayuna, NY
• 05/2018 → 08/2018
  Northwestern Mutual
  Latham, NY
• 05/2019 → 08/2019
  Ayco Lp, A Goldman Sachs Company
  Latham, NY
• 07/2020 → 08/2020
  Ayco Lp, A Goldman Sachs Company
  Latham, NY
• 03/2024 → Present
  Morgan Stanley
  Glens Falls, NY

Previous Registrations

• 2023-04-21 → 2024-03-08
  Rockefeller Financial Llc
  Chicago, IL
  Saratoga Springs, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-04-21

Other Names

• Bradley William Bodmer
• Bradley William Bodmer