Randy Bettich is a registered investment advisor at Morgan Stanley, based in Kalamazoo, MI, with 39 years of industry experience. Randy 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
277 South Rose, Suite 3100, Kalamazoo, MI, 49007
Get directionsHistory
Regulatory History (2)
Criminal
December 1989Criminal
December 1980Other Business Activities
Randy is involved with several non-profit organizations, including the LMC Foundation, the Humane Society of Southwestern Michigan, and the Rotary Club of St. Joseph-Benton Harbor. He also chairs the Investment & Finance Committee for the Lake Michigan College Foundation.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations18 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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