Mark Cordeiro is a registered investment advisor at Morgan Stanley, based in Napa, 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
700 Main Street, Suite 315, Napa, CA, 94559
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Regulatory History (2)
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Customer Dispute
June 2002Settled
Customer Dispute
October 2001Settled
Other Business Activities
Mark serves as a board member for the Napa Valley College Foundation, a member of the Board of Trustees of Napa Valley College, and a board member for the Boys & Girls Club of Petaluma. These activities are not investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
UBS Financial Services INC.Broker
August 1998 - December 2003 · 5 yrs 4 mos
State Registrations27 states
AKALARAZCACOCTFLGAHIIDMDMIMNNCNJNVNYOHORPATNTXUTVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.