Gary Brahler is a registered investment advisor at Morgan Stanley, based in Westlake, OH, with 30 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145
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Regulatory History (3)
Customer Dispute
May 2024Customer Dispute
December 2008Customer Dispute
May 2005Other Business Activities
Gary is involved with the Kent State University Foundation and is a member of A-Ok LLC, a real estate company. He is also the sole proprietor/owner of OZ Millenia Fund III LLC, a real estate investment fund.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations29 states
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
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