GW
GW
Gerrard Weigold
29 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Gerrard Weigold is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
4855 Technology Way, Suite 600, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2011Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
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 1996 - June 2009 · 12 yrs 8 mos
Citigroup Global Markets INC.Broker
October 1996 - June 2009 · 12 yrs 8 mos
Gkn Securities CORP.Broker
September 1996 - September 1996 · 0 mos
State Registrations43 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.