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
Eaton Vance Distributors, INC.Broker
October 2024 - Present · 1 yr 4 mos
Morgan Stanley Investment Management INC.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Morgan StanleyBroker
October 2020 - October 2024 · 4 yrs
Morgan Stanley
October 2020 - October 2024 · 4 yrs
State Registrations4 states
CTGANJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.