GB
GB

Gary Bonnewell

42 Years of Experience
Newport News, VA
1 DisclosureBroker

Gary Bonnewell is a registered investment advisor at Morgan Stanley, based in Newport News, VA, 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

701 Town Center Drive, Suite 902, Newport News, VA, 23606

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History

Regulatory History (1)
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Customer Dispute
August 2015
Denied
Other Business Activities

Gary owns rental property in Wintergreen, VA. He also does public speaking to non-profit organizations and serves on the advisory board for the Hampton Roads Community Foundation, dedicating minimal time to each activity.

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.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
June 1993 - February 2006 · 12 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1993 - February 2006 · 13 yrs 1 mo
Davenport & CO. of Virginia, INC.Broker
September 1990 - January 1993 · 2 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - September 1990 · 2 yrs 10 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
December 1983 - September 1990 · 6 yrs 9 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.