Brad Stanek is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
233 S Wacker Dr., Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2004Settled
Customer Dispute
May 2002Closed-No Action
Customer Dispute
May 2002Closed-No Action
Other Business Activities
Brad resells items through retail/online stores in Tower Lakes, Illinois, starting in 2025. This activity is not investment-related and takes minimal time during or after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.Broker
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1998 - March 2009 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1993 - March 2009 · 15 yrs 11 mos
State Registrations51 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.