Deborah Wise is a registered investment advisor at Morgan Stanley, based in Stuart, FL, with 27 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
729 South West FEDERAL HIGHWAY, Suite 300, Stuart, FL, 34994
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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
November 2021 - Present · 4 yrs 8 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2007 - April 2019 · 11 yrs 8 mos
UBS Financial Services INC.Broker
August 1997 - April 2007 · 9 yrs 8 mos
State Registrations36 states
ALAZCACOCTDEFLGAIAILINKSMAMDMEMIMNMONCNENHNJNMNYOHOKORPARISCTNTXVAWAWIWV
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.