PB
PB
Pamela Brosz is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 41 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
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
December 2011Other Business Activities
Pamela is a notary public, providing services to clients at her branch. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2004 - April 2007 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 1988 - April 2007 · 19 yrs 1 mo
Shearson Lehman Hutton INC.Broker
February 1988 - April 1988 · 2 mos
E. F. Hutton & Company INCBroker
June 1984 - February 1988 · 3 yrs 8 mos
State Registrations48 states
ALARAZCACOCTDCFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.