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Troy Griepp

34 Years of Experience
Crystal Bay, NV
1 DisclosureBroker

Troy Griepp is a registered investment advisor at Morgan Stanley, based in Crystal Bay, NV, 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

Crystal Bay, NV

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History

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 1998
Settled
Other Business Activities

Troy is involved with JDJ Ventures LLC, spending minimal time after business hours. He is also involved with Buzz Oates, LLC, a real estate developer, and serves as a board member for Presidious Technology Partners.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
December 1994 - June 2009 · 14 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
October 1991 - June 2009 · 17 yrs 8 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMNMOMTNCNDNJNMNVNYOHORPARISCTNTXUTVAWAWIWY
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.
Troy Griepp - Financial Advisor | TrueAdvisor