Randy Cahn is a registered investment advisor at Morgan Stanley, based in Medford, OR, 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
3103 Signature Court, Medford, OR, 97504
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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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2001 - June 2009 · 8 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2001 - June 2009 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1997 - May 2001 · 3 yrs 7 mos
Barclays Global Investors ServicesBroker
January 1996 - August 1997 · 1 yr 7 mos
Wells Fargo Securities INC.Broker
January 1995 - January 1996 · 1 yr
Franklin/templeton Distributors, INC.Broker
August 1993 - January 1995 · 1 yr 5 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.