Justin Culhane is a registered investment advisor at Morgan Stanley, based in Port Jefferson, 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
414 Main Street, Suite 101, Port Jefferson, NY, 11777
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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
May 2014 - Present · 12 yrs
Morgan StanleyBroker
May 2014 - Present · 12 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - May 2014 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - May 2014 · 6 yrs
Kedem Capital CorporationBroker
January 1994 - May 2008 · 14 yrs 4 mos
South Richmond Securities, INC.Broker
March 1993 - September 1993 · 6 mos
State Registrations20 states
AZCACTDCFLGAILMAMDMINCNHNJNYPARISCTNTXVA
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.