AS
CFP
AS
CFP
Andrew Stash
27 Years of Experience
Amelia Island, FL
2 DisclosuresBroker
Andrew Stash is a CFP-designated registered investment advisor at Morgan Stanley, based in Amelia Island, FL, 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
Loading...
Location
9900 Amelia Island Parkway, Amelia Island, FL, 32034
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016Denied
Customer Dispute
May 2000Settled
Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 8 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2005 - January 2022 · 17 yrs
Wells Fargo Clearing Services, LLCBroker
January 2005 - January 2022 · 17 yrs
UBS Financial Services INC.Broker
March 1998 - January 2005 · 6 yrs 10 mos
UBS Financial Services INC.
March 1998 - January 2005 · 6 yrs 10 mos
State Registrations20 states
AZCACOCTDEFLGAILMDMINCNJNVNYSCTNTXVAWAWI
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.