EW
EW
Edward Washell
25 Years of Experience
State College, PA
1 DisclosureBroker
Edward Washell is a registered investment advisor at Morgan Stanley, based in State College, PA, 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
720 South Atherton Street, State College, PA, 16801
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2017Settled
Other Business Activities
Edward is on the finance committee for the Bob Perks Fund, a non-profit, spending minimal time on accounting/bookkeeping. He is also a partner in Skihaus Partners (vacation home) and Smiley Lane Anglers, LLC (real estate), dedicating minimal time to the latter.
Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2000 - June 2009 · 8 yrs 6 mos
State Registrations31 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.