AW
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Alan Weilacher
40 Years of Experience
Pepper Pike, OH
3 DisclosuresBroker
Alan Weilacher is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, 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
31099 Chagrin Boulevard, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2007Denied
Customer Dispute
January 2003Award / Judgment
Customer Dispute
February 1999Denied
Other 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
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.
April 2000 - April 2008 · 8 yrs
Citigroup Global Markets INC.Broker
July 1993 - April 2008 · 14 yrs 9 mos
Lehman Brothers INC.Broker
January 1989 - July 1993 · 4 yrs 6 mos
Mericka & CO., INC.Broker
May 1985 - February 1989 · 3 yrs 9 mos
State Registrations29 states
AZCACOCTDCFLGAIDILINLAMAMIMNMSMTNCNMNVNYOHOKPARISCTXVAWIWV
AdvisorBrokerBoth
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
No exam information available for this advisor.