NB
NB

Nathaniel Bier

40 Years of Experience
New York, NY
Broker

Nathaniel Bier is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nathaniel is a limited partner in 575 Broadway LLC since 2016. He also holds power of attorney, dedicating minimal time to both activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
November 1998 - April 2007 · 8 yrs 5 mos
Gruntal & CO., L.L.C.Broker
July 1990 - December 1998 · 8 yrs 5 mos
Steindecker & CO., INC.Broker
March 1988 - July 1990 · 2 yrs 4 mos
Oppenheimer & CO., INC.Broker
January 1988 - March 1988 · 2 mos
L. F. Rothschild & CO. IncorporatedBroker
December 1985 - February 1988 · 2 yrs 2 mos
State Registrations21 states
AZCACTDEFLHIMAMDMENHNJNVNYORPARITXVAVTVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.