AW
AW

Andrew Wise

26 Years of Experience
Atlanta, GA
Broker

Andrew Wise is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road Northeast, Suite 1900, 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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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2005 - June 2009 · 4 yrs 4 mos
Citigroup Global Markets INC.
February 2005 - June 2009 · 4 yrs 4 mos
Morgan Stanley
January 2003 - February 2005 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 2000 - February 2005 · 4 yrs 3 mos
Cibc World Markets CORP.Broker
March 2000 - July 2000 · 4 mos
Invesco Services, INC.Broker
June 1999 - March 2000 · 9 mos
State Registrations36 states
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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.
Andrew Wise - Financial Advisor | TrueAdvisor