BP
BP
Brenda Perrotti is a registered investment advisor at Morgan Stanley, based in Lancaster, PA, 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
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Location
300 Granite Run Drive, Suite 300, Lancaster, PA, 17601
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Regulatory History (1)
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Customer Dispute
April 2020Withdrawn
Other Business Activities
Brenda owns rental property in Bethany Beach, DE since 2016. She is also a crafter in Ephrata, Pennsylvania since 2020, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2002 - June 2009 · 6 yrs 11 mos
Morgan Stanley Dw INC.Broker
December 1992 - July 2002 · 9 yrs 7 mos
State Registrations31 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.