CB
CB
Craig Balter is a registered investment advisor at Morgan Stanley, based in Rochester, MI, with 32 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
1108 North Main Street, Rochester, MI, 48307
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Regulatory History (1)
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Customer Dispute
April 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2002 - April 2007 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
January 1997 - April 2007 · 10 yrs 3 mos
Ids Life Insurance CompanyBroker
May 1994 - January 1997 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
May 1994 - January 1997 · 2 yrs 8 mos
Ids Life Insurance CompanyBroker
November 1991 - September 1992 · 10 mos
American Express Financial Advisors INC.Broker
November 1991 - September 1992 · 10 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.