AW
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
7311 Crossleigh Court, Toledo, OH, 43617
Get directionsRegulatory 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
November 2023 - Present · 2 yrs 2 mos
Morgan Stanley Broker
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2021 - November 2023 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
May 2021 - November 2023 · 2 yrs 6 mos
State Registrations49 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.