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Octavius Reid

39 Years of Experience
Marlton, NJ
Broker

Octavius Reid is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, with 39 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

303 Lippincott Drive, Suite 300, Marlton, NJ, 08053

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History

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.

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Other Business Activities

Octavius is a board member with the Rhythm and Blues Foundation. He also lectures for the National Basketball Association's rookie transition program and is involved with the Nail Academy of Recording Arts & Sciences in Philadelphia.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
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
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
September 1986 - April 2007 · 20 yrs 7 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Octavius Reid - Financial Advisor | TrueAdvisor