AF
AF

Allen Ferguson

26 Years of Experience
Birmingham, MI
Broker

Allen Ferguson is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 26 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Allen owns hunting property, spending minimal time on it outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2006 - April 2007 · 11 mos
Morgan Stanley
May 2006 - April 2007 · 11 mos
Banc One Securities Corporation
September 2002 - May 2006 · 3 yrs 8 mos
Banc One Securities CorporationBroker
April 1999 - May 2006 · 7 yrs 1 mo
State Registrations25 states
AZCACOCTFLILINKYMAMDMIMONCNJNMNVNYOHORPARISCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.