GC
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Gretchen Carey is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, 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
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Location
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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Regulatory History (1)
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Customer Dispute
August 2011Settled
Other Business Activities
Gretchen is a sole proprietor, owner, or partner in 337 West Walnut LLC since 2015, dedicating minimal time. She is also involved with a trust since 2021, dedicating minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2005 - April 2007 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
March 2000 - April 2007 · 7 yrs 1 mo
J. B. Hanauer & CO.Broker
February 1999 - October 1999 · 8 mos
Carey Financial CorporationBroker
March 1997 - December 1998 · 1 yr 9 mos
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.