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Andrew Burwell

26 Years of Experience
Colorado Springs, CO
Broker

Andrew Burwell is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, 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

121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903

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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

Andrew is a board member at Diversified Consultants Inc, an association management company, and a partner at AALT, LLC, a real estate company. Both activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC.Broker
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - January 2009 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - January 2009 · 9 yrs 9 mos
State Registrations41 states
AKALARAZCACOCTFLGAHIIDILINKSMAMDMIMNMOMTNCNDNENJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Burwell - Financial Advisor | TrueAdvisor