FA
FA

Fredrik Andersson

32 Years of Experience
Queen Creek, AZ
1 DisclosureBroker

Fredrik Andersson is a registered investment advisor at Morgan Stanley, based in Queen Creek, AZ, 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

Queen Creek, AZ

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History

Regulatory History (1)
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Customer Dispute
July 2024
Denied
Other Business Activities

Fredrik co-owns rental real estate property in Chandler, Arizona since 2001. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 1994 - April 2007 · 12 yrs 7 mos
Morgan Stanley Dw INC.Broker
August 1993 - April 2007 · 13 yrs 8 mos
Equico Securities, INC.Broker
July 1993 - July 1993 · 0 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1993 - July 1993 · 0 mos
State Registrations33 states
ALARAZCACOFLGAHIIAIDILINKYLAMAMDMENCNENHNJNMNVNYOHORPASCTNTXVAWAWI
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.