EP
EP

Edward Penberthy

30 Years of Experience
Mount Laurel, NJ
Broker

Edward Penberthy is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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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

Edward is a minority member of Animo LLC and Animo Arch LLC, food service businesses, with minimal active participation. He also owns Shore Teeke LLC, acquiring private real estate for development, and serves on the Harvey Cedars Open Space Committee, providing advice on utilizing property tax assessments.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - March 2014 · 14 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1996 - March 2014 · 18 yrs 2 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Edward Penberthy - Financial Advisor | TrueAdvisor