James Bilko is a registered investment advisor at Morgan Stanley, based in Columbia, SC, 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
1320 Main Street, Suite 800, Columbia, SC, 29201
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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
Citigroup Global Markets INC.
October 2001 - June 2009 · 7 yrs 8 mos
Citigroup Global Markets INC.Broker
January 1990 - June 2009 · 19 yrs 5 mos
J F Lowe & Company IncorporatedBroker
November 1988 - January 1990 · 1 yr 2 mos
Greentree Securities CORP.Broker
January 1988 - December 1988 · 11 mos
Brooks Weinger Robbins & Leeds INC.Broker
August 1985 - February 1988 · 2 yrs 6 mos
State Registrations25 states
AZCACOCTDCDEFLGAILKSMAMDMIMONCNHNJNVNYPARISCTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.