IO
IO
Ian Ogilvie is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 19 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
6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118
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Regulatory History (1)
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Regulatory
November 2022Final
Employment History
Current Registrations
Morgan Stanley
June 2011 - Present · 14 yrs 11 mos
Morgan StanleyBroker
May 2011 - Present · 15 yrs
Previous Registrations
Ramius Securities, L.L.C.Broker
June 1999 - June 2004 · 5 yrs
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.