Rochelle Bullen is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 28 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
6735 Southpoint Drive, Jacksonville, FL, 32216
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
January 2007 - September 2019 · 12 yrs 8 mos
Janney Montgomery Scott LLC
January 2007 - September 2019 · 12 yrs 8 mos
Citigroup Global Markets INC.
May 2006 - February 2007 · 9 mos
Citigroup Global Markets INC.Broker
October 2002 - February 2007 · 4 yrs 4 mos
Deutsche Bank Securities INC.Broker
January 2001 - October 2002 · 1 yr 9 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
June 1997 - September 1997 · 3 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.