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Everett Samuels is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
Get directionsHistory
Regulatory History (5)
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Customer Dispute
February 2008Denied
Customer Dispute
February 2004Denied
Customer Dispute
February 2004Denied
Customer Dispute
November 2002Settled
Customer Dispute
May 2002Settled
Other Business Activities
Everett serves as a board member for First Oklahoma Bank, dedicating minimal time each month. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
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
March 2000 - April 2007 · 7 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 1992 - April 2007 · 15 yrs 2 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAIAILKSKYLAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.