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Ronald Bohrer

52 Years of Experience
Short Hills, NJ
1 DisclosureBroker

Ronald Bohrer is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 52 years of industry experience. Ronald 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

150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078

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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
May 1999
Denied
Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 16 yrs 4 mos
Morgan Stanley
June 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
October 2006 - July 2010 · 3 yrs 9 mos
UBS Financial Services INC.Broker
April 1994 - July 2010 · 16 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1989 - April 1994 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1985 - March 1989 · 3 yrs 11 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1985 - May 1985 · 1 mo
Bevill, Bresler & Schulman IncorporatedBroker
July 1983 - April 1985 · 1 yr 9 mos
Hanauer, Stern & Company,incorporatedBroker
March 1976 - July 1983 · 7 yrs 4 mos
Heller & MeyerBroker
March 1973 - April 1973 · 1 mo
Hertz, Warner & CO.Broker
June 1969 - March 1971 · 1 yr 9 mos
State Registrations16 states
AZCACOCTFLIAMAMDNJNYOHPAUTVAVirgin IslandsWI
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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