Chad Reibman is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 33 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
Loading...
Location
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2005Denied
Customer Dispute
February 2002Denied
Customer Dispute
January 2002Withdrawn
Other Business Activities
Chad owns and performs magical entertainment through G.G. Green Magic LLC, dedicating a few hours per week. He also owns multiple rental properties and commercial real estate, spending minimal time on these activities.
Employment History
Current Registrations
Morgan StanleyBroker
June 2014 - Present · 11 yrs 11 mos
Morgan Stanley
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2005 - June 2014 · 8 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2005 - June 2014 · 8 yrs 8 mos
Oppenheimer Asset Management
April 2003 - October 2005 · 2 yrs 6 mos
Oppenheimer & CO. INC.Broker
January 2003 - October 2005 · 2 yrs 9 mos
Fahnestock Asset Management
January 2003 - April 2003 · 3 mos
Cibc World Markets CORP.
October 1996 - January 2003 · 6 yrs 3 mos
Cibc World Markets CORP.Broker
August 1996 - January 2003 · 6 yrs 5 mos
Smith Barney INC.Broker
July 1993 - August 1996 · 3 yrs 1 mo
Lehman Brothers INC.Broker
June 1992 - July 1993 · 1 yr 1 mo
State Registrations28 states
AKARAZCACODEFLGAHIIDLAMAMDMIMTNCNHNJNMNVNYORPATXUTVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.