MA
MA

Masud Akbar

33 Years of Experience
Washington, DC
1 DisclosureBroker

Masud Akbar is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 33 years of industry experience. Masud is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23124 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

1775 I Street, North West, Suite 200, Washington, DC, 20006

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History

Regulatory History (1)
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Customer Dispute
January 2003
Denied
Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs 5 mos
Morgan StanleyBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
RBC Capital Markets, LLC
March 2009 - May 2015 · 6 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2009 - May 2015 · 6 yrs 2 mos
Ferris, Baker Watts, LLC
July 2000 - March 2009 · 8 yrs 8 mos
Ferris, Baker Watts, LLCBroker
September 1999 - March 2009 · 9 yrs 6 mos
Bellamah, Neuhauser & Barrett, INC.Broker
April 1993 - October 1999 · 6 yrs 6 mos
Thomas James Associates, INC.Broker
December 1992 - January 1993 · 1 mo
State Registrations22 states
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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.
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