AF
AF

Albert Fox

31 Years of Experience
Mount Laurel, NJ
Broker

Albert Fox is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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History

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.

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Other Business Activities

Albert is an advisory board member at Laurel Creek Country Club, dedicating minimal time monthly. He is also a board member for Greater Philadelphia YMCA and an ethics committee volunteer for the Office of Attorney Ethics-Burlington County.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - March 2014 · 14 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1994 - March 2014 · 19 yrs 7 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.