Andrew Chase is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 44 years of industry experience. Andrew 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
2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025
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Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
June 2006Other Business Activities
Andrew is involved in numerous real estate ventures, primarily rental properties, through various LLCs. These activities include property maintenance, managing cash flows, aircraft rental, and real estate investments, generally taking minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 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
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