BB
ChFC
BB
ChFC

Bret Beeton

27 Years of Experience
Columbus, OH
Broker

Bret Beeton is a ChFC-designated registered investment advisor at Morgan Stanley, based in Columbus, OH, with 27 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

4343 Easton Commons, Columbus, OH, 43219

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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

Bret works as a mystery shopper for Market Force Information, an education company, dedicating minimal time outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2014 - Present · 12 yrs
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
E*trade Securities LLCBroker
June 2013 - November 2013 · 5 mos
Fidelity Brokerage Services LLCBroker
February 2007 - February 2012 · 5 yrs
Fidelity Investments Institutional Services Company, INC.Broker
February 2006 - February 2007 · 1 yr
Chase Investment Services CORP.
November 2005 - November 2005 · 0 mos
Chase Investment Services CORP.Broker
July 2005 - November 2005 · 4 mos
Banc One Securities CorporationBroker
March 2005 - July 2005 · 4 mos
Edward JonesBroker
July 2004 - August 2004 · 1 mo
Banc One Securities Corporation
June 2003 - August 2004 · 1 yr 2 mos
Banc One Securities CorporationBroker
June 2003 - August 2004 · 1 yr 2 mos
One Group Dealer Services, INC.Broker
January 2001 - July 2003 · 2 yrs 6 mos
One Group Services Company (the)Broker
November 1999 - December 2000 · 1 yr 1 mo
Conseco Securities, INC.Broker
December 1998 - November 1999 · 11 mos
Banc One Securities CorporationBroker
July 1998 - November 1998 · 4 mos
Banc One Securities CorporationBroker
January 1998 - May 1998 · 4 mos
Nationwide Investment Services CorporationBroker
July 1996 - January 1998 · 1 yr 6 mos
Financial Horizons Securities CorporationBroker
October 1995 - July 1996 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bret Beeton - Financial Advisor | TrueAdvisor