Beth Mahanger is a CFP-designated registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 27 years of industry experience. Beth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
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Regulatory History
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.
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Beth is a co-trustee, along with her mother, for her brother's revocable trust since 2000, requiring minimal time. She also has a passive investment in Beetnpath, LLC.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley
Purshe Kaplan Sterling InvestmentsBroker
Ensemble Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Essex Capital Markets, INC.Broker
State Registrations35 states
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
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