BC
CFP
BC
CFP
Barbara Clarke is a CFP-designated registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 42 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
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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 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.
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1990 - September 2008 · 17 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1989 - September 2008 · 19 yrs 6 mos
Prudential-Bache Securities INC.Broker
November 1987 - January 1989 · 1 yr 2 mos
Abacus Equity Services, INC.Broker
September 1986 - November 1986 · 2 mos
Excalibur Securities, INC.Broker
August 1986 - September 1986 · 1 mo
Hanover Concepts, INC.Broker
May 1986 - July 1987 · 1 yr 2 mos
Cardell & Associates, IncorporatedBroker
October 1985 - August 1986 · 10 mos
Radford Capital CorporationBroker
June 1985 - October 1985 · 4 mos
Mutual Service CorporationBroker
July 1984 - June 1985 · 11 mos
Cardell & Associates, IncorporatedBroker
November 1982 - July 1984 · 1 yr 8 mos
State Registrations18 states
CACTFLGAILKYMAMDMEMONCNHNJNYPASCTXVA
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.