MW
MW
Marc Wisotsky
38 Years of Experience
Lawrenceville, NJ
1 DisclosureBroker
Marc Wisotsky is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 38 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2006Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2006 - June 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
Morgan Stanley
July 2002 - January 2006 · 3 yrs 6 mos
Morgan Stanley Dw INC.Broker
December 1987 - January 2006 · 18 yrs 1 mo
State Registrations28 states
AZCACOCTDEFLGAILINMAMDMINCNHNJNMNYOHOKORPASCTNTXVAWAWIWY
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.