WA
WA

Wendy Arnold

7 Years of Experience
Beavercreek, OH
Broker

Wendy Arnold is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 7 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

4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440

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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

Wendy is the sole proprietor/owner of Know Build Deliver LLC, a retail/online store, spending a few hours per week on this activity. She is also a contractor for Scentsy Inc. in sales/marketing, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.