AW
AW

Anthony Wykes

26 Years of Experience
Potomac, MD
1 DisclosureBroker

Anthony Wykes is a registered investment advisor at Morgan Stanley, based in Potomac, MD, 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

12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854

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History

Regulatory History (1)
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Customer Dispute
April 2012
Withdrawn
Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - April 2017 · 8 mos
Suntrust Investment Services, INC.Broker
April 2005 - April 2017 · 12 yrs
Suntrust Investment Services, INC.
April 2005 - December 2016 · 11 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2004 - March 2005 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - March 2005 · 9 mos
Allstate Financial Services, LLCBroker
March 2004 - June 2004 · 3 mos
Mmc Securities CORP.Broker
July 2001 - March 2004 · 2 yrs 8 mos
Ids Life Insurance CompanyBroker
August 1998 - December 2000 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
August 1998 - September 1999 · 1 yr 1 mo
State Registrations16 states
AZCACODCDEFLIDILMAMDMEMINCNYSCVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.