Gerald Beale is a registered investment advisor at Morgan Stanley, based in Perrysburg, 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
Loading...
Location
6250 Levis Common Blvd, Perrysburg, OH, 43551
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1999 - October 2017 · 18 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - October 2017 · 24 yrs 11 mos
Pruco Securities CorporationBroker
January 1991 - September 1992 · 1 yr 8 mos
The Prudential Insurance Company of AmericaBroker
January 1991 - September 1992 · 1 yr 8 mos
State Registrations32 states
ARAZCACODCDEFLGAIDILINKSKYMAMDMIMNNCNJNVNYOHOKPASCTNTXUTVAVTWAWI
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.