Judith Barbera is a registered investment advisor at Morgan Stanley, based in Boise, ID, with 29 years of industry experience. Judith 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
101 South Capitol Boulevard, Suite 401, Boise, ID, 83702
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Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Judith is an employee at Barbera Angus Ranch, a cattle ranch, and spends minimal time on this. She is also a board member and Vice President at Valor Health, a government organization, dedicating a few hours per week.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations44 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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