Mark Burton is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 27 years of industry experience. Mark 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
500 Post Road East, 3rd Floor, Westport, CT, 06880
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2003Customer Dispute
June 2003Other Business Activities
Mark is a secretary for Audiotronics, a family-owned business, dedicating minimal time. He also serves as an executor for an estate, spending minimal time after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 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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