MR
MR
Martin Rosengarten
34 Years of Experience
New York, NY
1 DisclosureBroker
Martin Rosengarten is a registered investment advisor at Morgan Stanley, based in New York, NY, with 34 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
399 Park Avenue, 12th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2001Settled
Other Business Activities
Martin is involved with Sutton Place Synagogue in New York, NY, since 2016. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 1999 - June 2009 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1991 - July 1999 · 7 yrs 9 mos
Schonfeld Securities INC.Broker
April 1990 - June 1990 · 2 mos
State Registrations27 states
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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.