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John Stoeser

28 Years of Experience
Bellevue, WA
Broker

John Stoeser is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, 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

500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004

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History

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.

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Other Business Activities

John has a Power of Attorney (POA) since December 2020, dedicating a few hours per week outside of business hours. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2001 - June 2009 · 7 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2001 - June 2009 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2000 - August 2001 · 1 yr 4 mos
Salomon Smith Barney INC.Broker
January 1998 - March 2000 · 2 yrs 2 mos
State Registrations38 states
AKAZCACODCFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNENJNMNVNYOHORPARISCSDTNTXVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Stoeser - Financial Advisor | TrueAdvisor