Wendy Magnuson is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, 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
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Location
3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243
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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 StanleyBroker
May 2014 - Present · 12 yrs 4 mos
Morgan Stanley
May 2014 - Present · 12 yrs 4 mos
Previous Registrations
Edward Jones
March 2013 - August 2013 · 5 mos
Edward JonesBroker
February 2013 - August 2013 · 6 mos
Northwest Asset Management
July 2012 - October 2012 · 3 mos
Key Investment Services LLC
February 2009 - September 2011 · 2 yrs 7 mos
Key Investment Services LLCBroker
December 2008 - September 2011 · 2 yrs 9 mos
Pacific Harbor Securities, INC.Broker
July 1998 - July 2000 · 2 yrs
State Registrations39 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMOMSMTNCNENJNMNVNYOHORPASCTNTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.