Jeff Snyder is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, 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
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
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Regulatory History (1)
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Customer Dispute
September 2002Denied
Other Business Activities
Jeff is a sole proprietor/owner/partner at Happy Tree Farms since 1989, where he mows fields, trims, and fertilizes. He spends minimal time on this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
UBS Financial Services INC.
December 2001 - June 2008 · 6 yrs 6 mos
UBS Financial Services INC.Broker
November 2001 - June 2008 · 6 yrs 7 mos
Prudential Securities IncorporatedBroker
January 1998 - December 2001 · 3 yrs 11 mos
State Registrations45 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.