Brad Parpan is a CFP-designated registered investment advisor at Morgan Stanley, based in West Palm Beach, 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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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 Stanley
May 2016 - Present · 10 yrs
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
UBS Financial Services INC.
October 2013 - May 2016 · 2 yrs 7 mos
UBS Financial Services INC.Broker
February 2007 - May 2016 · 9 yrs 3 mos
Morgan Stanley
December 2002 - October 2004 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
October 2001 - February 2007 · 5 yrs 4 mos
Gruntal & CO., L.L.C.Broker
January 2001 - October 2001 · 9 mos
Morgan, Taylor & Associates, INC.Broker
October 1998 - January 2001 · 2 yrs 3 mos
National Securities CorporationBroker
April 1997 - October 1998 · 1 yr 6 mos
Alden Capital Markets, INC.Broker
January 1997 - April 1997 · 3 mos
State Registrations27 states
AZCACOCTDEFLGAIDILMAMDMENCNHNJNVNYOHORPASCTNTXUTVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.