Andrew Burkhardt is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 20 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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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
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
PNC Investments
March 2018 - December 2018 · 9 mos
PNC InvestmentsBroker
March 2018 - December 2018 · 9 mos
Citigroup Global Markets INC.Broker
July 2012 - April 2017 · 4 yrs 9 mos
Hsbc Securities (USA) INC.Broker
April 2008 - June 2012 · 4 yrs 2 mos
Banc of America Investment Services, INC.Broker
October 2005 - April 2008 · 2 yrs 6 mos
Wachovia Securities, LLCBroker
July 2004 - August 2005 · 1 yr 1 mo
Millennium Brokerage, L.L.C.Broker
July 2003 - September 2003 · 2 mos
Schwab Capital Markets L.P.Broker
August 1997 - December 2002 · 5 yrs 4 mos
Oppenheimer & CO., INC.Broker
January 1997 - July 1997 · 6 mos
State Registrations2 states
NJNY
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.