John Muller is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 28 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
Loading...
Location
112 Worcester Street, Wellesley, MA, 02481
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
April 2019 - Present · 7 yrs 1 mo
Morgan Stanley
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
November 2008 - April 2019 · 10 yrs 5 mos
UBS Financial Services INC.
November 2008 - April 2019 · 10 yrs 5 mos
Morgan Stanley & CO. Incorporated
June 2008 - December 2008 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
February 2000 - April 2007 · 7 yrs 2 mos
Painewebber IncorporatedBroker
December 1997 - February 2000 · 2 yrs 2 mos
State Registrations19 states
CACOCTDEFLGAILMAMDNCNJNYORPASCTXVAWAWY
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.