EP
EP
Edward Perkins
41 Years of Experience
Indian River Shores, FL
1 DisclosureBroker
Edward Perkins is a registered investment advisor at Morgan Stanley, based in Indian River Shores, 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
Indian River Shores, FL
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Regulatory History (1)
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Customer Dispute
January 1999Award / Judgment
Other 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
August 2009 - Present · 16 yrs 9 mos
Morgan StanleyBroker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
April 2003 - August 2009 · 6 yrs 4 mos
UBS Financial Services INC.Broker
April 2003 - August 2009 · 6 yrs 4 mos
Gilford Securities IncorporatedBroker
May 1989 - April 2003 · 13 yrs 11 mos
Rodecker & Company, Investment Brokers, INC.Broker
September 1988 - May 1989 · 8 mos
Gilford Securities IncorporatedBroker
October 1984 - August 1988 · 3 yrs 10 mos
State Registrations50 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.