Nancy Anderson
Nancy Anderson is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 39 years of industry experience. Nancy 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
May 2002Other Business Activities
Nancy serves as a co-trustee for her spouse's company DBP, which is investment-related. This requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Berkeley Securities CorporationBroker
Prelude Securities CORP.Broker
Windsor Ibc, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations38 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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