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Virginia Wisely

20 Years of Experience
Birmingham, MI
1 DisclosureBroker

Virginia Wisely is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 20 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2012
Final
Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
September 2009 - Present · 17 yrs
Previous Registrations
J.P. Morgan Securities INC.Broker
July 2009 - October 2009 · 3 mos
Banc One Securities CorporationBroker
December 1999 - October 2003 · 3 yrs 10 mos
State Registrations38 states
ALAZCACOCTDEFLGAHIIDILINKSKYMAMDMEMIMNMOMTNCNHNJNVNYOHORPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Virginia Wisely - Financial Advisor | TrueAdvisor