RC
CFP
RC
CFP
Ricky Crabtree is a CFP-designated registered investment advisor at Morgan Stanley, based in Louisville, KY, 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
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2008Settled
Other Business Activities
Ricky owns rental properties in Utica, KY and Prospect, Kentucky since 2011 and 2022 respectively. He dedicates minimal time to property management.
Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 11 mos
Morgan Stanley
October 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
October 2010 - Present · 15 yrs 11 mos
Previous Registrations
PNC InvestmentsBroker
November 2009 - October 2010 · 11 mos
PNC Investments
November 2009 - October 2010 · 11 mos
Natcity Investments, INC.
September 2006 - November 2009 · 3 yrs 2 mos
Natcity Investments, INC.Broker
September 2001 - November 2009 · 8 yrs 2 mos
Natcity Insurance Services, INC.Broker
September 2001 - December 2001 · 3 mos
A. G. Edwards & Sons, INC.Broker
February 1996 - September 2001 · 5 yrs 7 mos
Olde Discount CorporationBroker
August 1995 - February 1996 · 6 mos
State Registrations22 states
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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.