Cherie Bond is a registered investment advisor at Morgan Stanley, based in Glenview, IL, 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
2700 Patriot Boulevard, Suite150, Glenview, IL, 60026
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Regulatory History (1)
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Customer Dispute
August 2020Denied
Other Business Activities
Cherie serves as an executor/co-executor for an estate since 2022, spending minimal time on this activity. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2001 - June 2009 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
March 1999 - June 2009 · 10 yrs 3 mos
Banc One Securities CorporationBroker
February 1999 - April 1999 · 2 mos
First Chicago Nbd Investment Services, INC.Broker
October 1991 - February 1999 · 7 yrs 4 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
November 1990 - October 1991 · 11 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.