Bonnie Mitten is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 36 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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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 StanleyBroker
June 2009 - Present · 17 yrs
Morgan Stanley
June 2009 - Present · 17 yrs
Previous Registrations
Citigroup Global Markets INC.
December 2004 - June 2009 · 4 yrs 6 mos
Citigroup Global Markets INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
Prudential Securities IncorporatedBroker
July 1996 - August 2000 · 4 yrs 1 mo
The Dreyfus Service CorporationBroker
September 1993 - July 1996 · 2 yrs 10 mos
Jameson, Dewitt & Associates, INC.Broker
July 1992 - September 1993 · 1 yr 2 mos
Shearson Lehman Hutton INC.Broker
April 1988 - June 1990 · 2 yrs 2 mos
E. F. Hutton & Company INCBroker
August 1987 - April 1988 · 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.