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Mark Berez

25 Years of Experience
New York, NY
Broker

Mark Berez is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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

Mark manages condo buildings and owns multiple rental properties in Delray Beach, Florida since 2022. He spends minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
September 2010 - December 2012 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
December 2000 - June 2009 · 8 yrs 6 mos
Safra Securities CorporationBroker
October 2000 - January 2001 · 3 mos
State Registrations14 states
CACTDEFLMAMDNCNDNJNYPASDTXVA
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.