Graham Chevry is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 27 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
July 2004Settled
Other Business Activities
Graham is the treasurer for NEADS, a service dog organization, dedicating minimal time each week. This activity is not investment-related and is uncompensated.
Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Coburn & Meredith, INC.
February 2008 - November 2020 · 12 yrs 9 mos
Coburn & Meredith, INC.Broker
November 2004 - November 2020 · 16 yrs
Merrill Lynch Pierce Fenner & Smith INC.
July 2004 - November 2004 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - November 2004 · 5 yrs 11 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.