BA
BA
Bruce Addison is a registered investment advisor at Morgan Stanley, based in Portsmouth, NH, 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
1 Harbour Place, Suite 125, Portsmouth, NH, 03801
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Regulatory History (2)
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Customer Dispute
August 2008Settled
Customer Dispute
September 1998Settled
Other Business Activities
Bruce plays saxophone in various bands, performing gigs in local establishments and parties since 2018. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
RBC Capital Markets, LLC
May 2004 - September 2011 · 7 yrs 4 mos
RBC Capital Markets, LLCBroker
May 2004 - September 2011 · 7 yrs 4 mos
Wachovia Securities, LLC
May 2000 - May 2004 · 4 yrs
Wachovia Securities, LLCBroker
October 1999 - May 2004 · 4 yrs 7 mos
First Union Capital Markets CORP.Broker
May 1999 - October 1999 · 5 mos
Prudential Securities IncorporatedBroker
March 1995 - May 1999 · 4 yrs 2 mos
Smith Barney INC.Broker
July 1993 - March 1995 · 1 yr 8 mos
Lehman Brothers INC.Broker
July 1991 - July 1993 · 2 yrs
State Registrations26 states
AZCACOCTFLGAMAMDMEMIMNMONCNHNJNYOHORPARISCTNTXUTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.