RG
RG

Roxanne Grise

23 Years of Experience
Red Bank, NJ
Broker

Roxanne Grise is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 23 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

20 Linden Place, Red Bank, NJ, 07701

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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

Roxanne serves as a Trustee/Co-Trustee for a trust since 2009. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.Broker
March 2009 - June 2009 · 3 mos
UBS Financial Services INC.Broker
May 2005 - April 2009 · 3 yrs 11 mos
UBS Financial Services INC.
May 2005 - April 2009 · 3 yrs 11 mos
Morgan Stanley
July 2003 - August 2004 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
August 2001 - August 2004 · 3 yrs
State Registrations38 states
AKALAZCACOCTDCDEFLGAIAIDILKSKYMAMDMEMIMNMONCNHNJNVNYOHORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.