Barbara Fox is a registered investment advisor at Morgan Stanley, based in New York, NY, with 39 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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Regulatory History (1)
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Employment Separation After Allegations
October 2011Other Business Activities
Barbara owns an apartment and receives monthly compensation. She also works as a poll worker for the Board of Elections, dedicating minimal time to this role.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
November 2004 - December 2005 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1987 - October 2011 · 24 yrs 2 mos
Prudential-Bache Securities INC.Broker
November 1986 - May 1987 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1985 - December 1985 · 4 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.