Andrea Fox is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 20 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 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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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 StanleyBroker
May 2023 - Present · 3 yrs
Morgan Stanley
May 2023 - Present · 3 yrs
Previous Registrations
UBS Financial Services INC.
September 2022 - April 2023 · 7 mos
UBS Financial Services INC.Broker
September 2022 - April 2023 · 7 mos
Morgan Stanley
May 2015 - September 2022 · 7 yrs 4 mos
Morgan StanleyBroker
March 2015 - September 2022 · 7 yrs 6 mos
Oppenheimer & CO. INC.Broker
January 2014 - February 2015 · 1 yr 1 mo
UBS Warburg LLCBroker
July 2002 - September 2002 · 2 mos
UBS Financial Services INC.Broker
November 1994 - July 2003 · 8 yrs 8 mos
Dean Witter Reynolds INC.Broker
July 1994 - October 1994 · 3 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.