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Trent Muller

19 Years of Experience
Milwaukee, WI
1 DisclosureBroker

Trent Muller is a registered investment advisor at Morgan Stanley, based in Milwaukee, WI, with 19 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

411 East Wisconsin Avenue, Suite 2200, Milwaukee, WI, 53202

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History

Regulatory History (1)
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Customer Dispute
October 2008
Settled
Other Business Activities

Trent owns rental real estate property since 2007, dedicating minimal time to it. He is also a board member, finance committee member, and treasurer for Black String Triage Ensemble, spending a few hours per week on this role.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2006 - April 2007 · 10 mos
Morgan Stanley Dw INC.Broker
May 2006 - April 2007 · 11 mos
State Registrations25 states
AKAZCACODCFLGAIAIDILKSLAMNMOMSNCNJNMNYORTNTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.