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Francis Bitterly is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, 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
20 Linden Place, Red Bank, NJ, 07701
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Regulatory History (1)
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Customer Dispute
February 1992Settled
Other Business Activities
Francis is authoring a book titled "Spiritual Wisdom From The Heart of Wall Street" since 2013. He is also a trustee for New Hope IBHC and authoring a book on spirituality, dedicating a few hours per week to the latter.
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.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1990 - February 2008 · 17 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1985 - February 2008 · 22 yrs 10 mos
Marvest Securities, INC.Broker
February 1985 - April 1985 · 2 mos
State Registrations30 states
AZCACOCTDCDEFLGAHIILINKYMAMDMEMINCNHNJNVNYOHPASCTNTXUTVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.