Ingrid Streich is a CFP-designated registered investment advisor at Morgan Stanley, based in Bridgeville, PA, with 28 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
Bridgeville, PA
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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 Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Mid Atlantic Financial Management, INC.
September 2012 - March 2016 · 3 yrs 6 mos
Washington Wealth Management
August 2012 - October 2012 · 2 mos
Mid Atlantic Capital CorporationBroker
July 2012 - March 2016 · 3 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
January 2005 - February 2006 · 1 yr 1 mo
Legg Mason Wood Walker, IncorporatedBroker
January 2002 - February 2006 · 4 yrs 1 mo
Lockwood Financial Services, INC.Broker
July 1998 - December 2001 · 3 yrs 5 mos
PNC Brokerage CORPBroker
September 1997 - June 1998 · 9 mos
Smith Barney INC.Broker
April 1997 - September 1997 · 5 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.