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John Schwalbach
32 Years of Experience
Barrington, IL
1 DisclosureBroker
John Schwalbach is a registered investment advisor at Morgan Stanley, based in Barrington, 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
760 West Main Street, Barrington, IL, 60010
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Regulatory History (1)
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Criminal
March 1992Final Disposition
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.
December 1997 - June 2009 · 11 yrs 6 mos
Citigroup Global Markets INC.Broker
January 1994 - June 2009 · 15 yrs 5 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.