EC
EC

Earl Cooler

29 Years of Experience
Hilton Head Island, SC
Broker

Earl Cooler is a registered investment advisor at Morgan Stanley, based in Hilton Head Island, SC, with 29 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

600 Main Street, Hilton Head Island, SC, 29926

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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

Earl is a co-owner of Cooler Charters LLC, a private fishing charter business, since 2017. He spends minimal time on this activity outside of business hours.

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
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1996 - March 2009 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1996 - March 2009 · 12 yrs 11 mos
State Registrations37 states
ARAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMIMNMOMSNCNHNJNMNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Earl Cooler - Financial Advisor | TrueAdvisor