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Mark Lange

26 Years of Experience
Richmond, VA
Broker

Mark Lange is a registered investment advisor at Morgan Stanley, based in Richmond, VA, 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

901 East Byrd Street, Suite 2000, Richmond, VA, 23219

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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

Mark is involved in multiple rental property businesses in Richmond, VA, dedicating minimal time outside of business hours to these ventures. He also serves on the investment committee for Willow Oaks Country Club.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2004 - June 2009 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
December 2003 - June 2009 · 5 yrs 6 mos
Edward JonesBroker
July 1999 - December 2003 · 4 yrs 5 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.