JR
JR

John Routh

37 Years of Experience
Charleston, SC
Broker

John Routh is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

850 Morrison Drive, Suite 800, Charleston, SC, 29403

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
May 2012 - Present · 14 yrs
Morgan StanleyBroker
May 2012 - Present · 14 yrs
Previous Registrations
Barclays Capital INC.Broker
September 2003 - March 2005 · 1 yr 6 mos
Goldman, Sachs & CO.Broker
December 1987 - July 2003 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1981 - January 1988 · 6 yrs 2 mos
State Registrations19 states
CACOCTDCFLGAILMAMEMINHNJNYPASCUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.