MT
MT
Marlon Travis
26 Years of Experience
Philadelphia, PA
2 DisclosuresBroker
Marlon Travis is a registered investment advisor at Morgan Stanley, based in Philadelphia, PA, 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
1650 Market Street 42nd Floor, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
October 2009Judgment / Lien
August 1999Other Business Activities
Marlon is involved in several real estate investment activities, including MFT Holdings, 1302 Associates, a rental property in Pennsylvania, and Ashton Holdings LLC. These activities require minimal time outside of office hours.
Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2000 - June 2009 · 9 yrs 3 mos
State Registrations17 states
CADEFLILINMDMENJNMNYOHPARISDTNVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.