Andrea Grant is a registered investment advisor at Morgan Stanley, based in Lisle, IL, with 34 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
4225 Naperville Road, Suite 255, Lisle, IL, 60532
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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
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
RBC Capital Markets Corporation
December 2007 - November 2009 · 1 yr 11 mos
RBC Capital Markets CorporationBroker
December 2007 - November 2009 · 1 yr 11 mos
Bear, Stearns & CO. INC.
February 2004 - December 2007 · 3 yrs 10 mos
Bear, Stearns & CO. INC.Broker
January 2003 - December 2007 · 4 yrs 11 mos
Charles Schwab & CO., INC.Broker
August 1992 - September 2001 · 9 yrs 1 mo
Northern Trust Brokerage, INC.Broker
March 1989 - September 1990 · 1 yr 6 mos
Cm&m Futures INC.Broker
August 1988 - January 1989 · 5 mos
Carroll Mcentee & Mcginley IncorporatedBroker
July 1987 - January 1989 · 1 yr 6 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.