MS
MS
Muhammad Siddiqi
24 Years of Experience
Palo Alto, CA
1 DisclosureBroker
Muhammad Siddiqi is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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
1400 Page Mill Road, Palo Alto, CA, 94304
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2022Denied
Other Business Activities
Muhammad owns rental properties since 2005 and is an executor/co-executor of an estate since 2018. Estate administration takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 14 yrs
Morgan StanleyBroker
July 2012 - Present · 14 yrs
Previous Registrations
Glaze Capital Management, INC.
November 2011 - August 2012 · 9 mos
First Allied Securities, INC.Broker
June 2005 - July 2012 · 7 yrs 1 mo
Round Hill Securities, INC.Broker
January 2005 - June 2005 · 5 mos
Morgan Stanley
September 2002 - December 2004 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 2002 - December 2004 · 2 yrs 3 mos
Morgan Stanley
February 2002 - July 2002 · 5 mos
Morgan Stanley Dw INC.Broker
July 2001 - July 2002 · 1 yr
State Registrations16 states
AZCAFLIDILMTNCNVNYOHORTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.