Allan Covert is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 17 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
Loading...
Location
4449 Easton Way, Suite 300, Columbus, OH, 43219
Get directionsHistory
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 Stanley
September 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
June 2008 - September 2019 · 11 yrs 3 mos
UBS Financial Services INC.Broker
June 2008 - September 2019 · 11 yrs 3 mos
State Registrations19 states
AZCACODEFLILINMINCNVNYOHOKPASCTXUTVAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.