BS
BS

Bruce Stuart

27 Years of Experience
San Francisco, CA
Broker

Bruce Stuart is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 27 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

101 California Street 23rd Floor, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bruce manages the website serialteller.com, dedicated to serial fiction, dedicating a few hours per week. He is also a board member at Albany Law School, spending minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2003 - September 2011 · 8 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2003 - September 2011 · 8 yrs 2 mos
Prudential Securities Incorporated
April 1999 - July 2003 · 4 yrs 3 mos
Prudential Securities IncorporatedBroker
April 1998 - July 2003 · 5 yrs 3 mos
State Registrations25 states
AZCACOCTDCFLGAHIIDILMAMDMEMTNHNJNMNVNYOHORPATXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.