AF

Aaron Christopher Fraser

13 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22131 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

The maximum fee for Private Wealth Management Consulting Services is generally $500,000. Fees are negotiable and may be deducted from an eligible Morgan Stanley account. Fees are generally payable quarterly, in advance. There are no additional fees or expenses for the services offered in the PWMCS program.

Areas of Practice
Investment ManagementHigh Net Worth
Loading...

Advisor Information

Office location

400 East Rivulon Boulevard, Gilbert, AZ, 85297

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 6 mos
Morgan Stanley
July 2018 - Present · 7 yrs 6 mos
Morgan Stanley Broker
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
E*trade Securities LLCBroker
January 2023 - September 2023 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - July 2018 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2012 - July 2018 · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.