Alan Atamer is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 37 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
112 Worcester Street, Wellesley, MA, 02481
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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
March 2016 - Present · 10 yrs 2 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
January 2012 - March 2016 · 4 yrs 2 mos
RBC Capital Markets, LLCBroker
July 2010 - March 2016 · 5 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2005 - October 2008 · 2 yrs 10 mos
Legg Mason Wood Walker, IncorporatedBroker
June 2004 - December 2005 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
January 1996 - May 2003 · 7 yrs 4 mos
Lehman Brothers INC.Broker
December 1991 - December 1995 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1985 - November 1991 · 6 yrs
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.