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AG
AG

Aaron Gregory Getz

Morgan Stanley
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Morgan Stanley
Compensation
Commission-BasedFee-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

Location

225 South 6th Street, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 8 mos
Morgan Stanley
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
Strategic Advisers, INC.
August 2005 - January 2007 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
June 2005 - January 2007 · 1 yr 7 mos
TD Waterhouse Investor Services, INC.
October 2003 - May 2005 · 1 yr 7 mos
TD Waterhouse Investor Services, INC.Broker
October 2003 - May 2005 · 1 yr 7 mos
American Express Financial Advisors, INC.
October 2002 - October 2003 · 1 yr
American Express Financial Advisors INC.Broker
October 2002 - October 2003 · 1 yr
Ids Life Insurance CompanyBroker
October 2002 - October 2003 · 1 yr
State Registrations33 states
AZCACOCTDCDEFLGAIAILMAMDMIMNMOMTNCNJNVNYOHOKORPASCSDTNTXUTVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Gregory Getz - Financial Advisor | TrueAdvisor