Edgar Rudolph is a registered investment advisor at Morgan Stanley, based in Mandeville, LA, 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
1261 West Causeway Approach, Mandeville, LA, 70471
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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 StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2014 - March 2022 · 7 yrs 11 mos
UBS Financial Services INC.
April 2014 - March 2022 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1999 - April 2014 · 14 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1999 - April 2014 · 14 yrs 7 mos
Suntrust Equitable SecuritiesBroker
November 1997 - September 1999 · 1 yr 10 mos
The Robinson-Humphrey Company, LLCBroker
August 1993 - November 1997 · 4 yrs 3 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.