Gerard Olsen is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 32 years of industry experience. Gerard 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
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Regulatory History (1)
Financial
May 2018Other Business Activities
Gerard works as an independent contractor for various businesses, providing bookkeeping, computer repair, and webmaster services. This takes minimal time and occurs outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
PFS Investments INC.Broker
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
Asset Management Securities CorporationBroker
First Investors CorporationBroker
State Registrations47 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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