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Margaret Weaver

37 Years of Experience
Huntsville, AL
Broker

Margaret Weaver is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, with 37 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

305 Church Street, Huntsville, AL, 35801

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History

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.

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Other Business Activities

Margaret is a manager at Olympus Strategic Investments LLC, an agriculture business, since 2010. She dedicates minimal time outside of business hours to property management.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1997 - January 2020 · 23 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1992 - January 2020 · 27 yrs 8 mos
Prudential Securities IncorporatedBroker
February 1992 - June 1992 · 4 mos
Sterne, Agee & Leach, INC.Broker
August 1990 - October 1991 · 1 yr 2 mos
Shearson Lehman Hutton INC.Broker
October 1988 - July 1990 · 1 yr 9 mos
Isfa CorporationBroker
July 1987 - March 1988 · 8 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Margaret Weaver - Financial Advisor | TrueAdvisor