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Stacey Strandberg
26 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Stacey Strandberg is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 26 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
4855 Technology Way, Suite 600, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
J. P. Morgan Advisors, INC.Broker
January 2000 - January 2001 · 1 yr
J.P. Morgan Securities INC.Broker
October 1999 - January 2000 · 3 mos
State Registrations31 states
AZCACOCTDCDEFLGAHIILINKSMAMDMIMONCNHNJNYOHOKORPARISCSDTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.