GM
GM

Gerald Marchand

25 Years of Experience
Baton Rouge, LA
Broker

Gerald Marchand is a registered investment advisor at Morgan Stanley, based in Baton Rouge, LA, 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

400 Convention Street, Suite 400, Baton Rouge, LA, 70802

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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

Gerald is a limited partner and financial advisor to a partnership established by his parents for wealth transfer. He manages the accounts and is requesting approval to act as a managing member alongside his siblings.

Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2000 - June 2009 · 8 yrs 9 mos
State Registrations41 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.