JR
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Judith Reed

17 Years of Experience
Boston, MA
Broker

Judith Reed is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 17 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

28 State Street 26th Floor, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Judith is employed as a Pilates instructor at Hypstudio, a fitness studio, since 2006. This requires a few hours per week and does not occur during trading hours.

Employment History
Current Registrations
Morgan Stanley
December 2013 - Present · 12 yrs 5 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
April 2013 - November 2013 · 7 mos
Bancboston Securities INC.Broker
December 1989 - June 1990 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1984 - October 1987 · 3 yrs 8 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAHIILINKSLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.