BB
BB

Bret Bohoskey

34 Years of Experience
Yakima, WA
Broker

Bret Bohoskey is a registered investment advisor at Morgan Stanley, based in Yakima, WA, 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

3909 Castlevale Rdoad, Suite 100, Yakima, WA, 98902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bret is a partner at Bohoskey LLC involved with mineral rights since 2006, and an executor/co-executor for estate administration since 2016. He is also a trustee/co-trustee for a trust since 2020, and a finance committee board member at Yakima Valley College since 2023, dedicating minimal time to each activity.

Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
RBC Capital Markets, LLC
April 2000 - August 2018 · 18 yrs 4 mos
RBC Capital Markets, LLCBroker
March 1998 - August 2018 · 20 yrs 5 mos
Dain Rauscher IncorporatedBroker
February 1994 - March 1998 · 4 yrs 1 mo
Kennedy, Cabot & CO.Broker
May 1993 - February 1994 · 9 mos
Prudential Securities IncorporatedBroker
January 1992 - March 1993 · 1 yr 2 mos
State Registrations34 states
AKALARAZCACOCTDCFLGAHIIAIDINKSMDMIMNMOMTNCNDNMNVNYOHORPATNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.