AB
AB

Arthur Bellis

30 Years of Experience
Purchase, NY
Broker

Arthur Bellis is a registered investment advisor at Morgan Stanley, based in Purchase, NY, 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

2000 Westchester Avenue, Purchase, NY, 10577-2530

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History

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.

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Other Business Activities

Arthur is an officer of the Shady Acres Road Association since December 2019. He spends minimal time on administrative tasks for this private corporation.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Salomon Brothers INC.Broker
December 1997 - September 1998 · 9 mos
Citigroup Global Markets INC.Broker
April 1997 - March 2008 · 10 yrs 11 mos
Schroder Structured Investments INC.Broker
April 1995 - December 1996 · 1 yr 8 mos
State Registrations1 state
NY
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.
Arthur Bellis - Financial Advisor | TrueAdvisor