Richard Beltram is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, 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
West Palm Beach, FL
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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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2006 - June 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.
November 2006 - June 2009 · 2 yrs 7 mos
Morgan Stanley
May 2002 - November 2006 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
March 1999 - November 2006 · 7 yrs 8 mos
Prudential Securities IncorporatedBroker
May 1995 - March 1999 · 3 yrs 10 mos
Oppenheimer & CO., INC.Broker
February 1995 - April 1995 · 2 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.