James Dennard is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 22 years of industry experience. James 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
3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305
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Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
James is a private investor with 1% ownership in Winestore Holdings, LLC, a retail wine store, and dedicates no time to it. He also has a real estate holding company, LCJ LLC, and is a board member/officer for The Endowment Fund of the Episcopal Church of St. Martin in the Fields, spending minimal time on it.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Bessemer Investor Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations42 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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