Mark Boersma is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 28 years of industry experience. Mark 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
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Regulatory History (1)
Customer Dispute
February 2001Other 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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations53 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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