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Mark Boersma

28 Years of Experience
Winter Park, FL
1 DisclosureBroker

Mark Boersma is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, 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

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

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History

Regulatory History (1)
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Customer Dispute
February 2001
Settled
Other Business Activities

Mark is a sole proprietor of Party Princess Productions, assisting with technology, structure, and marketing for children's entertainment, dedicating minimal time. He also owns Mascots and Superheroes of Miami, spending a minimal amount of time after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 1998 - June 2009 · 11 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.