Curtis Nelson is a registered investment advisor at Morgan Stanley, based in Berwyn, PA, with 35 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
899 Cassatt Road, Suite 100, Berwyn, PA, 19312
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Regulatory History (1)
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Customer Dispute
February 2000Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2021 - Present · 5 yrs 4 mos
Morgan Stanley
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2008 - March 2021 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - March 2021 · 12 yrs 9 mos
Citigroup Global Markets INC.Broker
July 1993 - July 2008 · 15 yrs
Lehman Brothers INC.Broker
May 1990 - July 1993 · 3 yrs 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.