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Chris J. Theodore & James C. Theodore
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
65 Market Street
P.O. Box 5238
Potsdam, NY 13676
P.O. Box 5238
Potsdam, NY 13676
tel: 315-265-6300
toll free: 800-722-0226
fax: 315-268-0212
toll free: 800-722-0226
fax: 315-268-0212
Group Details
Chris J. Theodore
Senior Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 315-265-6300
toll free: 800-722-0226
fax: 315-268-0212
Professional Details
- 1962 - present: Morgan Stanley Smith Barney*
Financial Advisor
Potsdam, NY - 1967 - 1990: Smith Barney
Branch Manager
Vice President - Wealth Management
Potsdam, NY - NYSE and Brokerage Office Procedure, 1961
New York Institute of Finance
New York, NY - Investments and Securities Analysis, 1962
New York Institute of Finance
New York, NY - Series 1, 4, 5, 12, 24, 40, 53 & 63, 1962
Syracuse, NY - Life, Accident, and Health Insurance, 1975
Syracuse, NY - Put & Call In-house Options, 1978
New York, NY - Rotary International
Potsdam, NY - Canton-Potsdam Hospital Foundation
Former Board Chair
Potsdam, NY
Chris J. Theodore is licensed in the following state(s): AK, CA, CT, FL, GA, MD, ME, NH, NJ, NY, PA, SC, TX, VA, VT, WV
James C. Theodore, CFP®
Senior Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
tel: 315-265-6300
toll free: 800-722-0226
fax: 315-268-0212
Professional Details
- 2000 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Potsdam, NY - CERTIFIED FINANCIAL PLANNER™
- B.B.A. - Finance, 1999
Pace University
Pleasantville, NY - B.B.A. - Accounting, 1999
Pace University
Pleasantville, NY - Economics Minor, 1999
Pace University
Pleasantville, NY - Fundamentals of the Securities Industry, 1993
New York Institute of Finance
New York, NY - Series 7, 63 & 65, 2000
Watertown, NY
Life Insurance, 2000 Syracuse, NY - Financial Planning Program, 2004
- Portfolio Management Program, 2005
- Rotary International
Rotary Club of Potsdam
Board of Directors
Potsdam, NY - Potsdam Chamber of Commerce
Former President - Board of Directors
Potsdam, NY
James C. Theodore, CFP® is licensed in the following state(s): AK, CA, CO, CT, FL, GA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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