GW
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Glenn Welch is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
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Regulatory History (2)
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Customer Dispute
July 2006Settled
Customer Dispute
March 2004Denied
Other Business Activities
Glenn is involved in estate and investment-related activities in San Antonio, TX since 2019. This activity occurs primarily during business hours.
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.
September 1996 - June 2009 · 12 yrs 9 mos
Citigroup Global Markets INC.Broker
August 1996 - June 2009 · 12 yrs 10 mos
State Registrations35 states
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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.