MS
MS
Marjorie Samuels is a registered investment advisor at Morgan Stanley, based in New York, NY, with 32 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
December 2009Settled
Employment History
Current Registrations
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Morgan Stanley
May 2022 - Present · 4 yrs
Previous Registrations
B. Riley Wealth ManagementBroker
January 2015 - January 2022 · 7 yrs
B Riley Wealth Management
January 2015 - January 2022 · 7 yrs
Dominick & Dominick LLC
July 2009 - January 2015 · 5 yrs 6 mos
Dominick & Dominick LLCBroker
July 2009 - January 2015 · 5 yrs 6 mos
Janney Montgomery Scott LLC
January 2007 - July 2009 · 2 yrs 6 mos
Janney Montgomery Scott LLCBroker
August 1996 - July 2009 · 12 yrs 11 mos
Americorp Securities, INC.Broker
April 1993 - August 1996 · 3 yrs 4 mos
Prudential Securities IncorporatedBroker
November 1992 - April 1993 · 5 mos
State Registrations14 states
CACTDEFLIDMANHNYPASCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.