Barbara Marshall is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 35 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
April 2024 - Present · 2 yrs 1 mo
Morgan Stanley
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
August 2021 - January 2024 · 2 yrs 5 mos
Morgan Stanley
August 2021 - January 2024 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - August 2021 · 18 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - August 2021 · 20 yrs 7 mos
Winston Securities, INC.Broker
October 1993 - November 1995 · 2 yrs 1 mo
Investacorp, INC.Broker
July 1992 - October 1993 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1984 - April 1991 · 7 yrs 2 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.