Gregory Simon is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 42 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024
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Regulatory History (1)
Customer Dispute
September 2000Other Business Activities
Gregory is involved with three trusts in Malibu, CA since 2003. He spends minimal time on these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Oppenheimer Asset Management INC.
Fahnestock & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Shearson Lehman Hutton INC.Broker
State Registrations52 states
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
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