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Andrew Roettger

40 Years of Experience
Morristown, NJ
Broker

Andrew Roettger is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 40 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a finance/investment committee member for the Mayo/Morristown Community Theatre since 2012, dedicating minimal time. He is also involved with two trusts since 2021, spending minimal time on these activities as well.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2005 - June 2009 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Morgan Stanley
June 2002 - May 2005 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 1985 - May 2005 · 20 yrs
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.