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Trisha Fares is a registered investment advisor at Morgan Stanley, based in Andersonville, TN, with 6 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
Andersonville, TN
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Regulatory History (1)
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Customer Dispute
March 2007Settled
Other Business Activities
Trisha is a Mary Kay consultant since 2012, selling cosmetics. This activity requires minimal time outside of business hours and is not investment-related.
Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
State Registrations2 states
NYTN
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.