BA
BA

Brian Albach

35 Years of Experience
Cincinnati, OH
1 DisclosureBroker

Brian Albach is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, 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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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History

Regulatory History (1)
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Customer Dispute
June 2009
Denied
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. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
UBS Financial Services INC.
August 2000 - June 2009 · 8 yrs 10 mos
J.C. Bradford & CO.Broker
September 1999 - August 2000 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1990 - September 1999 · 8 yrs 11 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.