DP
DP
Drew Pickard is a registered investment advisor at Morgan Stanley, based in Aventura, 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
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
Get directionsHistory
Regulatory History (5)
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Customer Dispute
May 2022Settled
Customer Dispute
November 2013Settled
Customer Dispute
July 2004Denied
Customer Dispute
December 2003Closed-No Action
Customer Dispute
November 1997Closed-No Action
Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC
May 2005 - March 2023 · 17 yrs 10 mos
Janney Montgomery Scott LLCBroker
May 2005 - March 2023 · 17 yrs 10 mos
Morgan Stanley
January 1996 - June 2005 · 9 yrs 5 mos
Morgan Stanley Dw INC.Broker
January 1996 - June 2005 · 9 yrs 5 mos
First Miami Securities, INC.Broker
August 1993 - December 1995 · 2 yrs 4 mos
State Registrations30 states
AZCACOCTDCFLGAHIILLAMAMDMEMIMTNCNENJNVNYOHPARISCTNTXUTVAWAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.