Mark Powell is a registered investment advisor at Morgan Stanley, based in Leesburg, VA, with 26 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
222 Catoctin Circle, Leesburg, VA, 20175
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Regulatory History (1)
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Customer Dispute
June 2009Settled
Other Business Activities
Mark is an author and speaker involved in book publishing through Clutch since November 2018. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
May 2004 - June 2009 · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
Morgan Stanley
August 2000 - May 2004 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
March 2000 - May 2004 · 4 yrs 2 mos
State Registrations23 states
CACOCTDCFLGAHIIDINMAMDMEMSNCNJNYPASCSDTNTXVAWI
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.