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Curt Green

Morgan Stanley
37 Years of Experience
Farmington Hills, MI
2 DisclosuresBroker
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Curt Green is a registered investment advisor at Morgan Stanley, based in Farmington Hills, MI, with 37 years of industry experience. Curt 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

35055 West Twelve Mile Road, Suite 101, Farmington Hills, MI, 48331

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History

Regulatory History (2)
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.
Customer Dispute
October 2010
Settled
Customer Dispute
July 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan StanleyBroker
October 2021 - Present · 5 yrs
Morgan Stanley
October 2021 - Present · 5 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2021 · 9 yrs
J.P. Morgan Securities LLC
October 2012 - October 2021 · 9 yrs
Chase Investment Services CORP.
April 2012 - October 2012 · 6 mos
Chase Investment Services CORP.Broker
March 2012 - October 2012 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2012 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2012 · 2 yrs 5 mos
Banc of America Investment Services, INC.
November 2008 - October 2009 · 11 mos
Banc of America Investment Services, INC.Broker
October 2008 - October 2009 · 1 yr
Lasalle Financial Services, INC.Broker
October 2001 - October 2008 · 7 yrs
Independence One Brokerage Services, INC.Broker
May 1994 - October 2001 · 7 yrs 5 mos
North American Financial Group, INC.Broker
March 1994 - May 1994 · 2 mos
A. G. Edwards & Sons, INC.Broker
January 1993 - March 1994 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
June 1991 - January 1993 · 1 yr 7 mos
Dean Witter Reynolds INC.Broker
October 1989 - June 1990 · 8 mos
Dean Witter Reynolds INC.Broker
January 1988 - February 1989 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
July 1987 - November 1987 · 4 mos
State Registrations36 states
ARAZCACOCTDCFLGAIAIDILINKYMAMDMIMNMOMSNCNHNJNVNYOHOKORPASCTNTXUTVAWAWIWY
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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