Andre Coudsi is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 30 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
555 California Street, 35th Floor, San Francisco, CA, 94104
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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
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
First Financial Equity CorporationBroker
February 2009 - October 2018 · 9 yrs 8 mos
Western International Securities, INC.Broker
December 2000 - February 2009 · 8 yrs 2 mos
North Coast Securities CorporationBroker
June 1998 - December 2000 · 2 yrs 6 mos
Morgan Fuller Capital Group, LLCBroker
February 1997 - June 1998 · 1 yr 4 mos
Transglobal Investments INC.Broker
February 1996 - March 1997 · 1 yr 1 mo
Mclaughlin Capital, INC.Broker
November 1995 - February 1996 · 3 mos
Bench Securities CORP.Broker
May 1995 - November 1995 · 6 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.