Calvin Watt is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 26 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
20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014
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Regulatory History (1)
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Customer Dispute
June 2000Closed-No Action
Other Business Activities
Calvin owns rental property in Fremont, California, since 2003. This activity is investment-related and involves property management.
Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - April 2016 · 14 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2001 - April 2016 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - June 2000 · 2 yrs 3 mos
State Registrations12 states
AZCAFLHIINMANYOHTXVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.