MW
MW

Mark Withers

32 Years of Experience
Dallas, TX
1 DisclosureBroker

Mark Withers is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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History

Regulatory History (1)
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Customer Dispute
January 2009
Settled
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.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
March 1994 - June 2009 · 15 yrs 3 mos
Bear, Stearns & CO. INC.Broker
June 1993 - February 1994 · 8 mos
State Registrations41 states
AKALAZCACOCTDCDEFLGAHIIDILKSLAMAMDMEMIMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.