BB
BB
Brian Bubnis is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, with 55 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
1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History (3)
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Customer Dispute
January 2004Denied
Customer Dispute
August 1998Closed-No Action
Customer Dispute
October 1996Settled
Other Business Activities
Brian is a sole proprietor of Berkshire Income Properties, a real estate business, since 1981. He dedicates minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1978 - February 1988 · 9 yrs 9 mos
Kidder, Peabody & CO., IncorporatedBroker
April 1976 - May 1978 · 2 yrs 1 mo
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
May 1973 - May 1976 · 3 yrs
The First Buffalo CorporationBroker
March 1971 - June 1973 · 2 yrs 3 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.