CB
CB
Colleen Bissonnette is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 23 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Hsbc Securities (USA) INC.
July 2019 - June 2020 · 11 mos
Hsbc Securities (USA) INC.Broker
June 2019 - June 2020 · 1 yr
Hsbc Securities (USA) INC.
June 2016 - June 2019 · 3 yrs
Hsbc Securities (USA) INC.Broker
April 2008 - June 2019 · 11 yrs 2 mos
Hsbc Securities (USA) INC.Broker
January 2005 - May 2006 · 1 yr 4 mos
Hsbc Brokerage (USA) INC.Broker
June 2000 - January 2005 · 4 yrs 7 mos
Republic Financial Services CorporationBroker
November 1999 - June 2000 · 7 mos
Citicorp Investment ServicesBroker
June 1999 - October 1999 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.