Jeffrey Sohm is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey serves as a power of attorney in Vero Beach, Florida, since December 2019. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations53 states
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