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Edward Siegler is a registered investment advisor at Morgan Stanley, based in Cleveland, 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
200 Public Square, Suite 2600, Cleveland, OH, 44114
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2023Denied
Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - November 2022 · 23 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1991 - November 2022 · 31 yrs 8 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNMOMSNCNJNMNVNYOHORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.