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Ethan Reid

24 Years of Experience
Madison, CT
1 DisclosureBroker

Ethan Reid is a registered investment advisor at Morgan Stanley, based in Madison, CT, with 24 years of industry experience. Ethan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

741 Boston Post Road, Madison, CT, 06443

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2023
Denied
Other Business Activities

Ethan is a partner at Reid Family LLC since March 2020. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.
February 2002 - September 2006 · 4 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
November 2001 - September 2006 · 4 yrs 10 mos
State Registrations44 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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