Ronald Flohr is a CFP-designated registered investment advisor at Morgan Stanley, based in Easton, MD, with 17 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
28601 Marlboro Avenue, Suite 201, Easton, MD, 21601
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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
October 2020 - Present · 5 yrs 7 mos
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - October 2020 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - October 2020 · 5 yrs 2 mos
LPL Financial LLC
July 2012 - August 2015 · 3 yrs 1 mo
LPL Financial LLCBroker
May 2012 - August 2015 · 3 yrs 3 mos
Mercantile Brokerage Services, INC.Broker
December 2006 - September 2007 · 9 mos
The O.N. Equity Sales CompanyBroker
August 2004 - August 2005 · 1 yr
American Portfolios Financial Services, INC.Broker
June 2004 - August 2004 · 2 mos
New England Securities Corporation
August 2002 - March 2004 · 1 yr 7 mos
New England SecuritiesBroker
July 2002 - March 2004 · 1 yr 8 mos
Waddell & Reed, INC.Broker
October 2001 - April 2002 · 6 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.