Aaron Getz is a registered investment advisor at Morgan Stanley, based in Minneapolis, MN, 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
225 South 6th Street, Minneapolis, MN, 55402
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 10 mos
Morgan Stanley
June 2009 - Present · 16 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
Strategic Advisers, INC.
August 2005 - January 2007 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
June 2005 - January 2007 · 1 yr 7 mos
TD Waterhouse Investor Services, INC.Broker
October 2003 - May 2005 · 1 yr 7 mos
TD Waterhouse Investor Services, INC.
October 2003 - May 2005 · 1 yr 7 mos
American Express Financial Advisors, INC.
October 2002 - October 2003 · 1 yr
Ids Life Insurance CompanyBroker
October 2002 - October 2003 · 1 yr
American Express Financial Advisors INC.Broker
October 2002 - October 2003 · 1 yr
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.