AS
AS

Aaron Sotak

30 Years of Experience
Broker

Aaron Sotak is a registered investment advisor at Morgan Stanley, based in Austin, TX, 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aaron owns and maintains two residential duplexes in Superior, WI, dedicating minimal time to this activity. He also teaches courses at the University of Minnesota-Duluth and the University of Texas, and is a board member at Circle C Child Development Center.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2000 - June 2010 · 9 yrs 8 mos
John G. Kinnard and Company, IncorporatedBroker
March 1996 - October 2000 · 4 yrs 7 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAHIIAIDILKSMAMDMEMIMNMOMTNCNDNENHNJNVNYOHOKORPASCTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.