Brant Giere is a registered investment advisor at Morgan Stanley, based in Akron, OH, with 36 years of industry experience. Brant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3700 Embassy Parkway, Suite 340, Akron, OH, 44333
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Brant helps his sister with bookkeeping and maintenance on their family farm, dedicating minimal time outside of business hours. He also owns Goat Powered LLC, which is investment related to car racing, and spends minimal time managing the checkbook and paying bills.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations26 states
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
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