JV
JV

James Vogel

26 Years of Experience
Wellesley, MA
Broker

James Vogel is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 26 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

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James owns multiple rental properties in Massachusetts and New York, dating back to 1985. He also holds ownership positions in Green Boylston Development Company LLC and TTVOGEL LLC, all real estate related, spending minimal time on these activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Rbs Securities INC.Broker
February 2009 - January 2010 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1997 - March 2002 · 5 yrs 1 mo
Hsbc Securities, INC.Broker
July 1995 - August 1995 · 1 mo
Painewebber Real Estate Securities INC.Broker
July 1987 - October 1987 · 3 mos
Painewebber IncorporatedBroker
April 1987 - April 1995 · 8 yrs
State Registrations19 states
AZCACOCTDEFLMAMDMEMNNCNHNJNYOHRISCTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Vogel - Financial Advisor | TrueAdvisor