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Adrienne Tubridy

Morgan Stanley
35 Years of Experience
Middleton, MA
1 DisclosureBroker
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Adrienne Tubridy is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 35 years of industry experience. Adrienne 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23124 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

35 Village Road, Suite 601, Middleton, MA, 01949

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2011
Final
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Employment History
Current Registrations
Morgan Stanley
February 2019 - Present · 7 yrs 8 mos
Morgan StanleyBroker
October 2018 - Present · 8 yrs
Previous Registrations
Raymond James & Associates, INC.
November 2017 - April 2018 · 5 mos
Raymond James & Associates, INC.Broker
September 2016 - April 2018 · 1 yr 7 mos
Deutsche Bank Securities INC.Broker
January 2001 - September 2016 · 15 yrs 8 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
March 1990 - September 1997 · 7 yrs 6 mos
State Registrations52 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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