Mark Foster is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, 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
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
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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 StanleyBroker
December 2019 - Present · 6 yrs 7 mos
Morgan Stanley
December 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2011 - December 2019 · 8 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
February 2011 - December 2019 · 8 yrs 10 mos
RBC Capital Markets, LLCBroker
March 2009 - March 2011 · 2 yrs
RBC Capital Markets, LLC
March 2009 - March 2011 · 2 yrs
Ferris, Baker Watts, LLC
October 2005 - March 2009 · 3 yrs 5 mos
Ferris, Baker Watts, LLCBroker
August 2004 - March 2009 · 4 yrs 7 mos
Citigroup Global Markets INC.Broker
August 1996 - September 2004 · 8 yrs 1 mo
Painewebber IncorporatedBroker
January 1986 - August 1996 · 10 yrs 7 mos
State Registrations16 states
CACOCTFLGAHIILLAMAMINCNJNVNYVAWA
AdvisorBrokerBoth
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
No exam information available for this advisor.