Gerald Simmons is a CFP-designated registered investment advisor at Morgan Stanley, based in Paramus, 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
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
April 2002 - July 2009 · 7 yrs 3 mos
UBS Financial Services INC.Broker
December 1999 - July 2009 · 9 yrs 7 mos
American Express Financial Advisors INC.Broker
August 1990 - December 1999 · 9 yrs 4 mos
Ids Life Insurance CompanyBroker
August 1990 - December 1999 · 9 yrs 4 mos
First Investors CorporationBroker
May 1985 - August 1990 · 5 yrs 3 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.