Gregory Markel is a CFA-designated registered investment advisor at Morgan Stanley, based in Boston, MA, with 10 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
28 State Street 26th Floor, Boston, MA, 02109
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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
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Strategy Asset Managers L.L.C.
April 2018 - January 2020 · 1 yr 9 mos
Holly Street Wealth Advisors
March 2018 - September 2018 · 6 mos
A. R. Schmeidler & CO., INC.Broker
July 2013 - August 2016 · 3 yrs 1 mo
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.