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Albert Dishner is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (5)
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Regulatory
June 2020Final
Customer Dispute
August 2016Settled
Customer Dispute
August 2012Denied
Customer Dispute
September 2007Settled
Customer Dispute
February 1998Denied
Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 11 yrs
Morgan Stanley
July 2015 - Present · 11 yrs
Morgan StanleyBroker
July 2015 - Present · 11 yrs
Previous Registrations
Credit Suisse Securities (USA) LLC
October 2008 - August 2015 · 6 yrs 10 mos
Credit Suisse Securities (USA) LLCBroker
August 2005 - August 2015 · 10 yrs
Morgan Stanley Dw INC.Broker
July 1997 - August 2005 · 8 yrs 1 mo
Painewebber IncorporatedBroker
March 1993 - July 1997 · 4 yrs 4 mos
Lehman Brothers INC.Broker
January 1989 - March 1993 · 4 yrs 2 mos
State Registrations40 states
AKALAZCACOCTDCFLGAIAIDILINKSKYLAMDMIMNMSNCNENJNMNVNYOHOKORPAPRRISCSDTXVAVTWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.