Ray Cox is a registered investment advisor at Morgan Stanley, based in Medford, OR, with 38 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
3103 Signature Court, Medford, OR, 97504
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Regulatory History (1)
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Customer Dispute
January 2016Settled
Other Business Activities
Ray is a board member for TKO Video Communications, attending a couple of meetings per year. He also serves on the investment committee for Sellwood Ventures LLC and owns rental property in Philadelphia, dedicating minimal time to these investment-related activities.
Employment History
Current Registrations
Morgan Stanley
January 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
June 2008 - December 2009 · 1 yr 6 mos
UBS Financial Services INC.Broker
March 1993 - January 2010 · 16 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1991 - January 1993 · 1 yr 6 mos
Edward D. Jones & CO., L.P.Broker
August 1988 - May 1991 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1983 - June 1984 · 10 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.