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Craig Cymrot

33 Years of Experience
San Jose, CA
Broker

Craig Cymrot is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 33 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

225 West Santa Clara Street, Suite 900, San Jose, CA, 95113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Craig owns rental properties in San Jose, CA since 2014 and another rental property since 2018. He also serves as a successor trustee for a trust in Mountain View, CA, dedicating minimal time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1998 - April 2007 · 8 yrs 5 mos
Morgan Stanley Dw INC.Broker
June 1993 - April 2007 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1987 - August 1988 · 10 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.