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Brian Neeley

24 Years of Experience
Bethesda, MD
Broker

Brian Neeley is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, 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
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Location

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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History

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.

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Other Business Activities

Brian is a passive, minimal-ownership stakeholder in Bethesda Blues & Jazz, LLC, a music venue and restaurant. He also owns Wingate Investments LLC, an apartment investment business.

Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 4 mos
Previous Registrations
Fbr Capital Markets & CO.Broker
May 2001 - April 2016 · 14 yrs 11 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Neeley - Financial Advisor | TrueAdvisor