Stacey Nissim is a registered investment advisor at Morgan Stanley, based in Reno, NV, with 32 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
Loading...
Location
5390 Kietzke Lane, Suite 200, Reno, NV, 89511
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2015Denied
Other Business Activities
Stacey is a trustee/co-trustee for a trust since 2009 and involved with doTerra International selling health and beauty products since 2014, dedicating minimal time outside business hours to the latter. Neither activity appears to be insurance-related.
Employment History
Current Registrations
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2012 - February 2022 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLC
March 2012 - February 2022 · 9 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2004 - June 2009 · 4 yrs 9 mos
Citigroup Global Markets INC.
August 2004 - June 2009 · 4 yrs 10 mos
Charles Schwab & CO., INC.
January 2000 - January 2003 · 3 yrs
Charles Schwab & CO., INC.Broker
March 1992 - January 2003 · 10 yrs 10 mos
State Registrations28 states
AKAZCACODEFLIDILKSLAMDMEMIMNMOMTNCNDNENJNVORTNTXUTVAWAWI
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.