GB
GB

Gary Beckman

29 Years of Experience
Columbus, OH
Broker

Gary Beckman is a registered investment advisor at Morgan Stanley, based in Columbus, OH, 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

4449 Easton Way, Suite 300, Columbus, OH, 43219

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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

Gary is a trustee in Bexley, Ohio since January 2018. This activity is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
UBS Financial Services INC.Broker
August 2000 - December 2008 · 8 yrs 4 mos
UBS Financial Services INC.
August 2000 - December 2008 · 8 yrs 4 mos
J.C. Bradford & CO.Broker
July 1999 - August 2000 · 1 yr 1 mo
Painewebber IncorporatedBroker
July 1996 - July 1999 · 3 yrs
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gary Beckman - Financial Advisor | TrueAdvisor