SM
SM

Stacy Muirhead

29 Years of Experience
Reno, NV
Broker

Stacy Muirhead is a registered investment advisor at Morgan Stanley, based in Reno, NV, 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

5390 Kietzke Lane, Suite 200, Reno, NV, 89511

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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

Stacy acts as a Power of Attorney (POA) and Trustee/Co-Trustee for trusts in Hanford, California since January 2023. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
June 1999 - June 2009 · 10 yrs
Wm Financial Services, INC.Broker
May 1998 - December 1998 · 7 mos
Great Western Financial Securities CorporationBroker
February 1997 - May 1998 · 1 yr 3 mos
Ba Investment Services, INC.Broker
April 1996 - March 1997 · 11 mos
State Registrations32 states
ARAZCACOCTDEFLGAHIILKSMAMEMIMNMOMTNCNENJNMNVNYOHOKORTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.