IF
IF
Ian Fischler
22 Years of Experience
Beverly Hills, CA
1 DisclosureBroker
Ian Fischler is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 22 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
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Financial
February 2024Pending
Other Business Activities
Ian is involved with Arena Club, a technology company, as a proprietor, partner, officer, director, employee, trustee, or agent. He dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2013 - Present · 12 yrs 11 mos
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2009 - April 2013 · 3 yrs 6 mos
Chardan Capital Markets LLCBroker
January 2009 - October 2009 · 9 mos
First Republic Securities Company, LLCBroker
May 2006 - June 2007 · 1 yr 1 mo
Goldman, Sachs & CO.Broker
August 1997 - January 2002 · 4 yrs 5 mos
State Registrations24 states
AZCACOCTDCDEFLGAHIIDILLAMAMIMTNCNJNVNYOHORPATXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.