GB
GB
Gary Brahler is a registered investment advisor at Morgan Stanley, based in Westlake, OH, 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
159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145
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Regulatory History (3)
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Customer Dispute
May 2024Denied
Customer Dispute
December 2008Settled
Customer Dispute
May 2005Settled
Other 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
May 2018 - Present · 8 yrs
Morgan StanleyBroker
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2008 - May 2018 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2008 - May 2018 · 9 yrs 10 mos
UBS Financial Services INC.
October 2002 - July 2008 · 5 yrs 9 mos
UBS Financial Services INC.Broker
September 2002 - July 2008 · 5 yrs 10 mos
AXA Advisors, LLCBroker
January 1996 - October 2002 · 6 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1996 - January 2000 · 4 yrs
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.