Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Morgan Stanley
Location
Atlanta, GA 30305
Credentials
Series 63, Series 66
Industry experience
40 years
Based on Morgan Stanley
3280 Peachtree Road Northeast, Suite 1900
Atlanta, GA 30305
Georgia · Texas
Morgan Stanley Private Bank, National Association
2015 - Present (11 years)
Morgan Stanley
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Opportunity Investment Group, LLC
CFP®, Series 63
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Financial Staples
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