Drew Armstrong is a registered investment advisor at Morgan Stanley, based in Holladay, UT, with 24 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
Loading...
Location
6510 South Millrock Drive, Suite 100, Holladay, UT, 84121
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - August 2023 · 10 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2023 · 10 yrs 10 mos
Chase Investment Services CORP.
June 2006 - October 2012 · 6 yrs 4 mos
Chase Investment Services CORP.Broker
April 2006 - October 2012 · 6 yrs 6 mos
Wm Financial Services, INC.Broker
May 2002 - April 2006 · 3 yrs 11 mos
American Express Financial Advisors INC.Broker
June 2000 - December 2000 · 6 mos
Ids Life Insurance CompanyBroker
June 2000 - December 2000 · 6 mos
State Registrations34 states
AZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMOMTNCNJNVNYORPASCSDTNTXUTVAWAWY
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.