Nicholas Cordle is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
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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 StanleyBroker
August 2012 - Present · 13 yrs 9 mos
Morgan Stanley
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Multi-Financial Securities CorporationBroker
December 2011 - July 2012 · 7 mos
Multi-Financial Securities Corporation
December 2011 - July 2012 · 7 mos
Cambridge Investment Research Advisors, INC.
July 2009 - December 2011 · 2 yrs 5 mos
Cambridge Investment Research, INC.Broker
July 2009 - December 2011 · 2 yrs 5 mos
Multi-Financial Securities Corporation
May 2008 - July 2009 · 1 yr 2 mos
Multi-Financial Securities CorporationBroker
February 2007 - July 2009 · 2 yrs 5 mos
Askar CORP.Broker
June 2006 - December 2006 · 6 mos
Ibc InvestmentsBroker
January 2006 - May 2006 · 4 mos
Commonwealth Financial NetworkBroker
March 2005 - September 2005 · 6 mos
Proequities, INC.Broker
January 2005 - March 2005 · 2 mos
Proequities, INC.Broker
January 1999 - December 2004 · 5 yrs 11 mos
Advantage Capital CorporationBroker
April 1995 - January 1999 · 3 yrs 9 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIILINKSLAMAMIMNMOMTNCNDNENJNMNVNYOHOKORPAPRRISCSDTNTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.