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Brian Edwards is a registered investment advisor at Morgan Stanley, based in Columbus, OH, 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
4449 Easton Way, Suite 300, Columbus, OH, 43219
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Regulatory History (1)
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Customer Dispute
February 2003Denied
Other Business Activities
Brian is the managing partner of BJE Investments LLC, an investment-related holding company, and the managing member of WHEM LLC, a non-investment related holding company. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 1999 - June 2009 · 9 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1989 - July 1993 · 4 yrs 4 mos
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.