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AE
AE
Aaron Edelman
Morgan Stanley
41 Years of Experience
3 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
High Net Worth
Morgan Stanley
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
22133 advisors
Number of Clients
2,539,760 clients
Average Client Portfolio
$650K average
Assets Under Management
$1650.0B
Fee Structure
Financial Planning:
Investment management only
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Location
55 East 52nd Street, 7th Floor, New York, NY, 10055
Get directions
History
Regulatory History (3)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
August 2012
Denied
Customer Dispute
June 2011
Denied
Customer Dispute
May 1999
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 5 yrs 9 mos
Morgan Stanley
June 2009 - Present · 16 yrs 8 mos
Morgan Stanley
Broker
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.
Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.
Broker
November 1984 - July 1993 · 8 yrs 8 mos
State Registrations
31 states
AZ
CA
CO
CT
DC
FL
GA
IA
IL
KS
KY
MA
MD
ME
MN
MS
NC
NH
NJ
NM
NV
NY
OH
PA
SC
TX
UT
VA
VT
WA
WI
Advisor
Broker
Both
Exams
No exam information available for this advisor.