Brian Exelbert is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a co-owner of Eye & Eye LLC (consumer products), a board member at JELY (software development), and a board member for Make-A-Wish Southern Florida. Brian is also the sole proprietor/owner of Plan BE Holdings LLC and spends minimal time on each of these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations24 states
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