MP
MP

Magda Pokorny

33 Years of Experience
Sherman Oaks, CA
Broker

Magda Pokorny is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, CA, 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

15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403

Get directions

History

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 →
Other Business Activities

Magda owns rental property in Chicago, IL since October 2019. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.
April 2009 - April 2009 · 0 mos
UBS Financial Services INC.
July 1997 - May 2009 · 11 yrs 10 mos
UBS Financial Services INC.Broker
February 1996 - May 2009 · 13 yrs 3 mos
Dean Witter Reynolds INC.Broker
February 1993 - March 1996 · 3 yrs 1 mo
State Registrations29 states
AZCACOCTFLGAIAIDILINMAMDMNMOMSMTNCNJNVNYOHORPATNTXUTVAWAWI
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.