John Reim is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 37 years of industry experience. John 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
1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006
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Regulatory History (2)
Customer Dispute
September 2006Customer Dispute
August 2006Other Business Activities
John serves on the Advisory Board for the Pontifical Faculty of the Immaculate Conception since 2019. This administrative role requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO., IncorporatedBroker
Cms Investment Resources, INC.Broker
State Registrations53 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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