Mark White is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 38 years of industry experience. Mark 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
444 South Flower Street,34th Floor, Los Angeles, CA, 90071
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2008Customer Dispute
September 2004Customer Dispute
October 2002Other Business Activities
Mark owns a home in Los Angeles that he rents out for movie and television shoots since 2008. He is also a member of the Finance Committee for Jonathan Club Los Angeles, a private dining social club, dedicating minimal time after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations33 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
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