Frank Coulson is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Front Street, Suite 600, West Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank has a 25% ownership in L&F Farm LLC, is the founder and sole owner of Reel Glory, LLC for boat ownership, and is a member of Property 52 West Chester LLC and Property 52 Phoenixville LLC for real estate investment. He also serves as a board member for Alpha Buyer Inc. and on the investment committee for Merion Golf, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations35 states
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