Herbert Means is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 37 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
201 East Pine Street 11th Floor, Orlando, FL, 32801
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Regulatory History (1)
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Customer Dispute
July 2004Denied
Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 6 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
August 1992 - January 2017 · 24 yrs 5 mos
Raymond James & Associates, INC.Broker
August 1992 - January 2017 · 24 yrs 5 mos
Prudential Securities IncorporatedBroker
July 1989 - September 1992 · 3 yrs 2 mos
Thomas James Associates, INC.Broker
January 1989 - June 1989 · 5 mos
Nylife Securities INC.Broker
February 1988 - September 1988 · 7 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.