Frank Inman is a registered investment advisor at Morgan Stanley, based in Melville, NY, 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
58 South Service Road, Suite 400, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2001Settled
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
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 Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
Morgan Stanley
October 2005 - April 2007 · 1 yr 6 mos
UBS Financial Services INC.
July 2005 - November 2005 · 4 mos
UBS Financial Services INC.Broker
August 1998 - November 2005 · 7 yrs 3 mos
Smith Barney INC.Broker
July 1993 - August 1998 · 5 yrs 1 mo
Lehman Brothers INC.Broker
January 1992 - July 1993 · 1 yr 6 mos
State Registrations20 states
AKAZCACOCTFLGAKYMAMDNCNJNVNYPARISCTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.