QF
QF

Q Fenn-Anstruther

31 Years of Experience
Long Beach, CA
1 DisclosureBroker

Q Fenn-Anstruther is a registered investment advisor at Morgan Stanley, based in Long Beach, CA, with 31 years of industry experience. Q 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2001
Denied
Other Business Activities

Q owns multiple rental properties in California and Utah, some of which are investment-related. Q dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
June 2000 - June 2009 · 9 yrs
Citigroup Global Markets INC.Broker
June 2000 - June 2009 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - June 2000 · 3 yrs 1 mo
Biltmore Securities, INCBroker
April 1997 - April 1997 · 0 mos
Murphey, Marseilles, Smith & Nammack, INC.Broker
March 1997 - April 1997 · 1 mo
Brookstreet Securities CorporationBroker
June 1996 - March 1997 · 9 mos
Brookstreet Securities CorporationBroker
September 1994 - October 1995 · 1 yr 1 mo
State Registrations37 states
ARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNJNVNYOHOKORPASCTNTXUTVAWAWI
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.
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