Albert Morman is a registered investment advisor at Morgan Stanley, based in Gilbert, AZ, 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
400 East Rivulon Boulevard, Gilbert, AZ, 85297
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Regulatory History (1)
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Customer Dispute
April 2003Settled
Employment History
Current Registrations
Morgan Stanley
December 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - February 2001 · 1 yr 3 mos
Sunamerica Securities, INC.Broker
September 1998 - October 1999 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
August 1996 - September 1998 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.