GB
GB
Gary Bitterly is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 43 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
20 Linden Place, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2002Closed-No Action
Other Business Activities
Gary is involved with a trust and an estate since December 2019. These activities are investment-related and take a few hours per week.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1998 - February 2008 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1984 - February 2008 · 23 yrs 3 mos
Shearson Lehman/american Express INC.Broker
June 1983 - November 1984 · 1 yr 5 mos
Underhill Associates, IncorporatedBroker
April 1982 - June 1983 · 1 yr 2 mos
State Registrations18 states
CACOCTDEFLGAILMAMENCNHNJNYPASCTXUTVA
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.