Mark Grimme is a registered investment advisor at Morgan Stanley, based in Torrance, CA, with 32 years of industry experience. Mark 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
21250 Hawthorne Boulevard, Suite 650, Torrance, CA, 90503
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other 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
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations24 states
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
More Advisors
- Jeramy HeathMorgan Stanley
- Michael DarleyMorgan Stanley
- Steven ScerraMorgan Stanley
- Blake Curtin, CFPMorgan Stanley
- Greg AlbanMorgan Stanley
- Bruce AttigMorgan Stanley