Edward Perkins is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 41 years of industry experience. Edward 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (1)
Customer Dispute
January 1999Other Business Activities
Edward is involved in estate and investment-related activities in New York since March 2022. This activity takes minimal time during and after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Gilford Securities IncorporatedBroker
Rodecker & Company, Investment Brokers, INC.Broker
Gilford Securities IncorporatedBroker
State Registrations50 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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