Henry Marin
Henry Marin is a CFP-designated registered investment advisor at Morgan Stanley, based in Garden City, NY, with 20 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Henry is associated with Guardian Life Insurance Company as an insurance agent since 2011. This activity does not occur during or after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ekn Financial Services INC.Broker
Ehrenkrantz King Nussbaum, INC.Broker
Northeast Securities, INC.Broker
Broadband Capital Management, LLCBroker
Dalton Kent Securities Group, INC.Broker
State Registrations53 states
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
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