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Nathan Stoffregen

25 Years of Experience
Davenport, IA
Broker

Nathan Stoffregen is a registered investment advisor at Morgan Stanley, based in Davenport, IA, 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

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nathan is a sole proprietor/owner of a rental home in Bettendorf, Iowa, since May 2021. He dedicates minimal time to property management during and after business hours.

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.
November 2002 - June 2009 · 6 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2002 - June 2009 · 6 yrs 9 mos
Edward JonesBroker
August 2000 - September 2002 · 2 yrs 1 mo
State Registrations40 states
ALARAZCACODEFLGAHIIAIDILINKSMAMEMIMNMOMSNCNDNENJNMNVNYOHOKORPARISCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.