AS
CFP
AS
CFP

Arnold Servais

44 Years of Experience
Wellesley, MA
Broker

Arnold Servais is a CFP-designated registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 44 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
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Location

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Arnold is a singer and instrumentalist in a musical trio called Cool Blue Water since 2018. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2011 · 2 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - January 2009 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1981 - January 2009 · 27 yrs 2 mos
State Registrations24 states
CACOCTDCFLGAHIIDMAMDMEMINCNENHNJNYOHORPASCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.