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Nicole Rudd is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2016Denied
Customer Dispute
November 2002Closed-No Action
Other Business Activities
Nicole is an assistant lacrosse coach for both Oglethorpe University and Cambridge High School, dedicating time during the spring season. She is also the Board President for BrewAble LLC, a non-profit, spending about a quarter of her time on this role.
Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 8 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 8 mos
Previous Registrations
Fifth Third Securities, INC.
February 2012 - January 2016 · 3 yrs 11 mos
Fifth Third Securities, INC.Broker
February 2012 - January 2016 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1999 - February 2012 · 12 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - February 2012 · 13 yrs
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.