Mark Grimme is a registered investment advisor at Morgan Stanley, based in Torrance, CA, with 31 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
21250 Hawthorne Boulevard, Suite 650, Torrance, CA, 90503
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Regulatory History (1)
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Customer Dispute
January 2003Award / Judgment
Other Business Activities
Mark serves on the Financial Planning Committee for the City of Rancho Palos Verdes and owns rental properties. He also acts as a trustee/co-trustee for a trust in New Jersey, dedicating minimal time to these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1998 - April 2007 · 8 yrs 5 mos
Morgan Stanley Dw INC.Broker
March 1994 - April 2007 · 13 yrs 1 mo
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.