Rex Points is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 18 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
221 East 4th Street, Atrium Building, Cincinnati, OH, 45202
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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
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Horan Securities, INC.Broker
November 2020 - August 2023 · 2 yrs 9 mos
Horan Wealth Management
November 2020 - August 2023 · 2 yrs 9 mos
Cetera Advisors LLC
February 2019 - November 2020 · 1 yr 9 mos
Cetera Advisors LLCBroker
October 2018 - November 2020 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
December 2009 - January 2013 · 3 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
April 1998 - October 2005 · 7 yrs 6 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.