Andrew Marko is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - January 2016 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - January 2016 · 3 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Citigroup Global Markets INC.
January 2006 - June 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
April 2005 - June 2009 · 4 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 1998 - April 2005 · 7 yrs 3 mos
Banc One Securities CorporationBroker
December 1997 - January 1998 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.