Aaron Edelman is a registered investment advisor at Morgan Stanley, based in New York, NY, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
55 East 52nd Street, 7th Floor, New York, NY, 10055
Get directionsHistory
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 2012Denied
Customer Dispute
June 2011Denied
Customer Dispute
May 1999Denied
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 10 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 Registrations31 states
AZCACOCTDCFLGAIAILKSKYMAMDMEMNMSNCNHNJNMNVNYOHPASCTXUTVAVTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.