John Berkery is a registered investment advisor at Morgan Stanley, based in Providence, RI, with 16 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
One Financial Plaza, 19th Floor, Providence, RI, 02903
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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
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Columbia Management Advisors, INC.
January 2004 - September 2004 · 8 mos
Quick & Reilly, INC.Broker
July 2002 - January 2004 · 1 yr 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 1997 - July 2002 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1992 - July 2002 · 10 yrs 1 mo
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.