BM
BM

Brian Malison

31 Years of Experience
Tampa, FL
Broker

Brian Malison is a registered investment advisor at Morgan Stanley, based in Tampa, 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

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is the President of The University Club of St. Petersburg, a recreational social group, dedicating minimal time outside business hours. He also serves on the Advisory Board for the University of Tampa Alumni Association, spending minimal time on this role.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.Broker
August 2000 - August 2008 · 8 yrs
UBS Financial Services INC.
August 2000 - August 2008 · 8 yrs
Prudential Securities IncorporatedBroker
September 1994 - August 2000 · 5 yrs 11 mos
State Registrations26 states
ALCACTDCDEFLGAILINKSLAMAMDMINCNHNJNYOHPAPRSDTXVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.