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Brad Weinman
42 Years of Experience
Palm Beach Gardens, FL
3 DisclosuresBroker
Brad Weinman is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 2016Final
Customer Dispute
October 1993Settled
Customer Dispute
March 1992Settled
Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 6 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - January 2017 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - January 2017 · 4 mos
Morgan StanleyBroker
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Citigroup Global Markets INC.
July 2000 - March 2006 · 5 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1998 - March 2006 · 7 yrs 8 mos
Painewebber IncorporatedBroker
March 1992 - June 1998 · 6 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1988 - March 1992 · 4 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1984 - March 1988 · 3 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1983 - August 1984 · 10 mos
State Registrations33 states
AZCACOCTDCDEFLGAILKSMAMDMIMNMOMSMTNCNHNJNVNYORPARISCSDTNTXVAVTWAWI
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.