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Valerie Wilson

25 Years of Experience
Seattle, WA
Broker

Valerie Wilson is a registered investment advisor at Morgan Stanley, based in Seattle, WA, 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

601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101

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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

Valerie owns a greeting card business since 1998, dedicating minimal time during business hours and a few hours per week after business hours. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2011 - Present · 15 yrs 6 mos
Morgan StanleyBroker
March 2011 - Present · 15 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2007 - June 2011 · 3 yrs 10 mos
LPL Financial LLCBroker
August 2007 - June 2011 · 3 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - July 2007 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2000 - July 2007 · 6 yrs 9 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.