Alan Weilacher
Alan Weilacher is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 41 years of industry experience. Alan 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
31099 Chagrin Boulevard, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2007Customer Dispute
January 2003Customer Dispute
February 1999Other Business Activities
Alan is a partner at APW Holdings, a real estate business, since 2013. He spends minimal time on administrative tasks after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Mericka & CO., INC.Broker
State Registrations29 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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