BH
BH
Bradley Home is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, 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
4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035
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Regulatory History (1)
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Customer Dispute
February 2003Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2001 - June 2009 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1983 - January 2001 · 17 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.