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Brett Goetz

32 Years of Experience
Plantation, FL
Broker

Brett Goetz is a registered investment advisor at Morgan Stanley, based in Plantation, 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

1200 South Pine Island Road, Suite 800, Plantation, FL, 33324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brett is a partner in SFE7v7 LLC and involved with a high school football team in Hollywood, Florida. He spends a few hours per week during business hours and about 10-20% of his time after business hours on fundraising activities.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2011 - January 2020 · 8 yrs 5 mos
UBS Financial Services INC.
August 2011 - January 2020 · 8 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2004 - April 2007 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
UBS Financial Services INC.
August 1999 - October 2004 · 5 yrs 2 mos
UBS Financial Services INC.Broker
August 1999 - October 2004 · 5 yrs 2 mos
J. B. Hanauer & CO.Broker
September 1993 - August 1999 · 5 yrs 11 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMONCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.