AF
AF

Anne Fink

44 Years of Experience
Lutherville, MD
Broker

Anne Fink is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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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

Anne serves as trustee/co-trustee for multiple trusts in Baltimore, Maryland, some dating back to 1999. She also serves on the investment committee for Baltimore Hebrew Congregation, monitoring and reviewing investment performance, dedicating minimal time to each activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
November 1999 - February 2006 · 6 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - February 2006 · 18 yrs 3 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
September 1986 - October 1987 · 1 yr 1 mo
Prudential-Bache Securities INC.Broker
March 1982 - September 1986 · 4 yrs 6 mos
State Registrations43 states
ALAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anne Fink - Financial Advisor | TrueAdvisor