TrueAdvisor
TrueAdvisor
AS
AS

Aaron a Smith

Morgan Stanley
3 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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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
October 2022 - Present · 3 yrs 4 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Phx Financial, INC.Broker
March 2022 - July 2022 · 4 mos
State Registrations36 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.