Brian Wilder is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 25 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (2)
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Customer Dispute
November 2009Denied
Customer Dispute
December 2008Denied
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Strategic Advisers, INC.
July 2003 - September 2011 · 8 yrs 2 mos
Fidelity Brokerage Services LLCBroker
January 2001 - September 2011 · 10 yrs 8 mos
Fidelity Investments Institutional Services Company, INC.Broker
April 2000 - January 2001 · 9 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.