Julie Vogt is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is the treasurer of JV Operations, Inc. since 2011, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Brenton Brokerage Services, INC.Broker
Securities Corporation of IowaBroker
Kemper Securities Group, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Kingland Capital CorporationBroker
State Registrations35 states
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