Aaron Edelman

Morgan Stanley

41 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Morgan Stanley

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

22133 advisors

Number of Clients

2,539,760 clients

Average Client Portfolio

$650K average

Assets Under Management

$1650.0B

Fee Structure

Financial Planning:Investment management only

Location

55 East 52nd Street, 7th Floor, New York, NY, 10055

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History

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

August 2012

Denied

Customer Dispute

June 2011

Denied

Customer Dispute

May 1999

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Morgan Stanley

May 2020 - Present · 5 yrs 9 mos

Morgan Stanley

June 2009 - Present · 16 yrs 8 mos

Morgan StanleyBroker

June 2009 - Present · 16 yrs 8 mos

Previous Registrations

Citigroup Global Markets INC.Broker

July 1993 - June 2009 · 15 yrs 11 mos

Lehman Brothers INC.Broker

November 1984 - July 1993 · 8 yrs 8 mos

State Registrations31 states

AZCACOCTDCFLGAIAILKSKYMAMDMEMNMSNCNHNJNMNVNYOHPASCTXUTVAVTWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.