BR
CFP
BR
CFP

Brian Ranck

19 Years of Experience
Atlanta, GA
Broker

Brian Ranck is a CFP-designated registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 19 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a board member at Mount Pisgah Christian School since 2017 and on their finance committee since 2020, spending a few hours per week. He also serves on the finance committee for Peachtree Road United Methodist Church, dedicating minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2012 - January 2023 · 10 yrs 6 mos
Citigroup Global Markets INC.
April 2003 - August 2004 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
January 2002 - August 2004 · 2 yrs 7 mos
The Robinson-Humphrey Company, LLCBroker
December 1998 - January 2002 · 3 yrs 1 mo
State Registrations20 states
ALCACOCTDEFLGAILLAMDMIMNMSNCNVNYSCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Brian Ranck - Financial Advisor | TrueAdvisor