Nathan Rolstad is a registered investment advisor at Morgan Stanley, based in Rosemount, MN, with 23 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
Rosemount, MN
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
February 2017 - September 2023 · 6 yrs 7 mos
E*trade Securities LLCBroker
February 2017 - September 2023 · 6 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
February 2016 - January 2017 · 11 mos
Scottrade, INC.Broker
September 2004 - February 2016 · 11 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
November 2002 - September 2004 · 1 yr 10 mos
H&r Block Financial Advisors, INC.Broker
July 2000 - February 2001 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.