Nelson Potter is a registered investment advisor at Morgan Stanley, based in Tampa, FL, 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
4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609
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Regulatory History (1)
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Customer Dispute
July 2002Denied
Other Business Activities
Nelson owns a rental home with Teresa Potte. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
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
March 1996 - April 2007 · 11 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 1996 - April 2007 · 11 yrs 2 mos
State Registrations31 states
ALAZCACOCTDEFLGAIAILINKSMAMDMEMIMONCNHNJNMNVNYOHORPASCTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.