Gary Cremo is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 42 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1901 Main Street, Suite 700, Irvine, CA, 92614
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 1995Regulatory
October 1986Employment Separation After Allegations
January 1984Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Roth Capital Partners, LLCBroker
Oppenheimer & CO., INC.Broker
Western Capital Financial GroupBroker
Painewebber IncorporatedBroker
Private Ledger Financial Services, IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael RoaneMorgan Stanley
- Ozair AlefiMorgan Stanley
- Daniel FreemanMorgan Stanley
- Adrian Zuloaga, CFPMorgan Stanley
- Chris NgoyMorgan Stanley
- Dick JoeMorgan Stanley