Ian Fischler
Ian Fischler is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 23 years of industry experience. Ian 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History (1)
Financial
February 2024Other 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
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Chardan Capital Markets LLCBroker
First Republic Securities Company, LLCBroker
Goldman, Sachs & CO.Broker
State Registrations26 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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