Ajay Masand is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 38 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
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (1)
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Customer Dispute
July 2003Settled
Employment History
Current Registrations
Morgan StanleyBroker
May 2020 - Present · 6 yrs
Morgan Stanley
May 2020 - Present · 6 yrs
Previous Registrations
UBS Financial Services INC.Broker
December 2008 - May 2020 · 11 yrs 5 mos
UBS Financial Services INC.
December 2008 - May 2020 · 11 yrs 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
October 1995 - April 2007 · 11 yrs 6 mos
Prudential Securities IncorporatedBroker
February 1990 - November 1995 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1987 - February 1990 · 2 yrs 4 mos
State Registrations47 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPAPRRISCSDTNTXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.