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Gidon Nach

25 Years of Experience
Beverly Hills, CA
1 DisclosureBroker

Gidon Nach is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 25 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014
Settled
Other Business Activities

Gidon is the sole proprietor and owner of Elise Nach Events, a corporate event planning business. He has no direct involvement in the business.

Employment History
Current Registrations
Morgan StanleyBroker
February 2016 - Present · 10 yrs 3 mos
Morgan Stanley
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2014 - February 2016 · 1 yr 5 mos
J.P. Morgan Securities LLC
September 2014 - February 2016 · 1 yr 5 mos
Morgan Stanley
June 2009 - September 2014 · 5 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2014 · 5 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2003 - April 2007 · 4 yrs
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
Bear, Stearns & CO. INC.Broker
August 1998 - March 2000 · 1 yr 7 mos
Northwestern Mutual Investment Services, INC.Broker
March 1996 - December 1996 · 9 mos
Robert W. Baird & CO. IncorporatedBroker
March 1996 - October 1996 · 7 mos
State Registrations35 states
ARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMIMNNCNJNVNYOHORPARITXUTVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Gidon Nach - Financial Advisor | TrueAdvisor