VM
CFP
VM
CFP
Vladislav Madatov
29 Years of Experience
Beverly Hills, CA
2 DisclosuresBroker
Vladislav Madatov is a CFP-designated registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 29 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2020Settled
Customer Dispute
June 2018Denied
Employment History
Current Registrations
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2012 - July 2021 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2012 - July 2021 · 8 yrs 9 mos
Stockcross Financial Services
December 2008 - November 2012 · 3 yrs 11 mos
Stockcross Financial Services, INC.Broker
January 2007 - November 2012 · 5 yrs 10 mos
TD Ameritrade, INC.
April 2004 - December 2006 · 2 yrs 8 mos
TD Ameritrade, INC.Broker
November 1997 - December 2006 · 9 yrs 1 mo
Kennedy, Cabot & CO.Broker
April 1997 - November 1997 · 7 mos
J.B. Oxford & CompanyBroker
August 1996 - April 1997 · 8 mos
E-W Investments, INC.Broker
July 1996 - August 1996 · 1 mo
Joseph Charles & Assoc., INC.Broker
June 1996 - July 1996 · 1 mo
State Registrations31 states
ALARAZCACOCTDCDEFLGAHIIDILKYLAMAMDMINCNJNMNVNYORPATNTXUTVAWAWY
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.