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Andrew Young 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 2010Settled
Other Business Activities
Andrew is a board/committee member for MPHS Foundation, a charity, dedicating minimal time outside business hours. His spouse is involved in a consulting business, M4, LLC, but Andrew spends no time on it.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2001 - April 2007 · 5 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 1998 - April 2007 · 9 yrs 3 mos
State Registrations40 states
AKALARAZCACOCTDCFLGAHIIDILINKYLAMAMDMIMNMOMSMTNCNENHNJNYOHOKPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.