Brett Rhode is a CFP-designated registered investment advisor at Morgan Stanley, based in Blue Bell, PA, 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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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
September 2020 - Present · 5 yrs 8 mos
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
August 2012 - September 2020 · 8 yrs 1 mo
UBS Financial Services INC.Broker
January 1995 - September 2020 · 25 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1987 - January 1995 · 7 yrs 3 mos
Columbia Asset Management CORP.Broker
July 1986 - September 1987 · 1 yr 2 mos
Investors Brokerage Services, INC.Broker
October 1983 - November 1984 · 1 yr 1 mo
Eric Securities, CORP.Broker
October 1983 - March 1986 · 2 yrs 5 mos
Ina Security CorporationBroker
June 1983 - January 1984 · 7 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.