TrueAdvisor
TrueAdvisor
AS
AS

Aaron James Stanford

Morgan Stanley
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Morgan Stanley
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22133 advisors
Number of Clients
2,539,760 clients
Average Client Portfolio
$650K average
Assets Under Management
$1650.0B

Fee Structure

Financial Planning:Investment management only

Location

400 Convention Street, Suite 400, Baton Rouge, LA, 70802

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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 Stanley
June 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
November 2010 - March 2011 · 4 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Edward Jones
January 2007 - February 2008 · 1 yr 1 mo
Edward JonesBroker
June 1999 - February 2008 · 8 yrs 8 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.