Wayne Cymrot is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 33 years of industry experience. Wayne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business Activities
Wayne serves as a successor trustee for a trust in Mountain View, California, since 2022. He dedicates minimal time to this investment-related activity outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael HackMorgan Stanley
- John ClayMorgan Stanley
- Eugene GoodreaultMorgan Stanley
- Trevor ShephardMorgan Stanley
- Jason SilvaMorgan Stanley
- Julius AgbonbhaseMorgan Stanley