Wendy Coggsdale is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 26 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
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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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 Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2014 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2009 - September 2014 · 5 yrs
Wachovia Securities, LLCBroker
May 2004 - July 2008 · 4 yrs 2 mos
Wachovia Securities, LLC
April 2000 - July 2008 · 8 yrs 3 mos
First Clearing, LLCBroker
March 2000 - May 2004 · 4 yrs 2 mos
Davenport & Company LLCBroker
April 1998 - March 2000 · 1 yr 11 mos
State Registrations35 states
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Exams
No exam information available for this advisor.