Brian Strachan is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 38 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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Regulatory History (1)
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Customer Dispute
July 1996Settled
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
January 2005 - June 2009 · 4 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 1995 - February 2005 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1987 - February 2005 · 17 yrs 2 mos
North American Investment CORP.Broker
July 1987 - December 1987 · 5 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.