Ian Wilt is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, 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
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Location
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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Regulatory History (2)
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Customer Dispute
July 2009Settled
Customer Dispute
May 2002Settled
Other Business Activities
Ian is a board member of Villas at Woodcutter Condominium Association since 2015. This activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
June 2008 - March 2018 · 9 yrs 9 mos
UBS Financial Services INC.Broker
May 2008 - March 2018 · 9 yrs 10 mos
Citigroup Global Markets INC.
November 1999 - June 2008 · 8 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2008 · 14 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
September 1986 - February 1988 · 1 yr 5 mos
Prudential-Bache Securities INC.Broker
February 1983 - October 1986 · 3 yrs 8 mos
State Registrations29 states
AZCACOCTDCDEFLHIIDILINKSKYMAMDMEMIMNNCNMNVNYOHPASCTNTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.