BC
BC
Brian Currier is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 36 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
1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 1999Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - December 2008 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1989 - December 2008 · 19 yrs 4 mos
State Registrations28 states
AKAZCACOFLGAHIIDILINKYMAMDMEMIMTNJNMNVNYOHORSCTNTXUTVAWA
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.