EB
EB
Edward Boulbol
41 Years of Experience
Boca Raton, FL
3 DisclosuresBroker
Edward Boulbol is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 41 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004Denied
Customer Dispute
March 1992Settled
Customer Dispute
March 1989Award / Judgment
Other Business Activities
Edward is a notary, dedicating minimal time to this activity. He also serves as an executor/co-executor for an estate and is a personal representative for Sea to Sky Real Estate Holdings LLC, spending minimal time on each of these investment-related activities.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1984 - July 1993 · 9 yrs
State Registrations40 states
AKALAZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTXUTVAVTWAWIWVWY
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.