AF
CFP
AF
CFP
Andrew Friedman is a CFP-designated registered investment advisor at Morgan Stanley, based in Coral Springs, FL, 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
Loading...
Location
2825 N. University Drive, Suite 400, Coral Springs, FL, 33065
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1997 - October 2022 · 24 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - October 2022 · 24 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
May 1996 - November 1997 · 1 yr 6 mos
State Registrations20 states
AZCACOCTFLGAINMAMDMEMIMONJNYPASCUTVAVTWA
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.