Brent Carlson is a registered investment advisor at Morgan Stanley, based in Portland, OR, 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
760 South West 9th Avenue, Suite 2100, Portland, OR, 97205
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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
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2004 - August 2011 · 7 yrs
Wells Fargo Advisors, LLCBroker
July 2003 - August 2011 · 8 yrs 1 mo
Prudential Securities IncorporatedBroker
December 2000 - July 2003 · 2 yrs 7 mos
Dain Rauscher IncorporatedBroker
August 1998 - December 2000 · 2 yrs 4 mos
Painewebber IncorporatedBroker
September 1995 - August 1998 · 2 yrs 11 mos
State Registrations15 states
AZCACOHIIDMDMIMNMONMNVNYORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.