EG
EG

Edward Gruber

21 Years of Experience
Yardley, PA
Broker

Edward Gruber is a registered investment advisor at Morgan Stanley, based in Yardley, PA, with 21 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

777 Township Line Road, Suite 301, Yardley, PA, 19067

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History

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.

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Other Business Activities

Edward is forming a limited partnership (LP) for a minority investment in a Major League Soccer franchise since 2015. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2006 - April 2007 · 10 mos
Morgan Stanley Dw INC.Broker
May 2006 - April 2007 · 11 mos
Morgan Stanley Dw INC.Broker
December 2001 - August 2003 · 1 yr 8 mos
State Registrations17 states
CACOCTDEFLGAILMAMOMTNCNJNYPATXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Edward Gruber - Financial Advisor | TrueAdvisor