Gregg Gravenstine
Gregg Gravenstine is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 38 years of industry experience. Gregg 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
330 Fellowship Road, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (4)
Regulatory
June 2024Customer Dispute
January 2022Customer Dispute
February 2008Customer Dispute
December 1998Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations40 states
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
More Advisors
- Gregory Lofgren, CFPMorgan Stanley
- Carly SchiavoneMorgan Stanley
- George MarateoMorgan Stanley
- Lisa CorradoMorgan Stanley
- Richard MarateaMorgan Stanley
- Lawrence LiebmanMorgan Stanley