Julie Forman is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is a trustee or co-trustee for two trusts, one in New York since 2018 and one in Florida since 2023. These activities are investment-related and take minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
State Registrations34 states
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