Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only
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Location

1585 Broadway, New York, NY, 10036

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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 Stanley Investment Management INC.
September 2015 - Present · 10 yrs 5 mos
Morgan Stanley Distribution, INC.Broker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Morgan Stanley
June 2009 - January 2016 · 6 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2016 · 6 yrs 7 mos
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.