GJ
GJ
Gerard Spiegel is a registered investment advisor at Morgan Stanley, based in Jupiter, FL, 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
Jupiter, FL
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Regulatory History (1)
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Criminal
September 1978Final 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
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.
November 1993 - June 2007 · 13 yrs 7 mos
Citigroup Global Markets INC.Broker
August 1993 - June 2007 · 13 yrs 10 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTXVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.