Neal Burgess is a registered investment advisor at Morgan Stanley, based in Casper, WY, with 28 years of industry experience. Neal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
322 South David Street, Suite B, Casper, WY, 82601
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2014Customer Dispute
August 2003Other Business Activities
Neal is a member of Burgess LLC, an agriculture business in Sidney, Montana, since 2014. He spends minimal time on administrative tasks and check signing/funds disbursements for this business.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Primevest Financial Services, INC.Broker
Edward JonesBroker
State Registrations53 states
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
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