Nancy Stokes is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 27 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
20 Linden Place, Red Bank, NJ, 07701
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Regulatory History (1)
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Customer Dispute
March 2006Settled
Employment History
Current Registrations
Morgan StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - March 2014 · 6 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2014 · 6 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
July 2005 - January 2008 · 2 yrs 6 mos
A. G. Edwards & Sons, INC.
July 2005 - January 2008 · 2 yrs 6 mos
Morgan Stanley
June 2002 - July 2005 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
August 1998 - July 2005 · 6 yrs 11 mos
State Registrations21 states
AZCACTDCDEFLIAMAMIMONCNJNYOHPASCTNTXVTWAWV
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.