EB
EB
Emily Buehler is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 21 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
2398 East Camelback Road, Suite 800, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2014Denied
Customer Dispute
September 2013Settled
Employment History
Current Registrations
Morgan StanleyBroker
October 2024 - Present · 1 yr 9 mos
Morgan Stanley
October 2024 - Present · 1 yr 9 mos
Previous Registrations
LPL Financial LLC
March 2021 - October 2024 · 3 yrs 7 mos
LPL Financial LLCBroker
March 2021 - October 2024 · 3 yrs 7 mos
BMO Harris Financial Advisors, INC
February 2019 - March 2021 · 2 yrs 1 mo
BMO Harris Financial Advisors, INC.Broker
February 2019 - March 2021 · 2 yrs 1 mo
Cetera Advisor Networks LLC
November 2017 - December 2018 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
November 2017 - December 2018 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
April 2016 - September 2017 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - September 2017 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2016 · 3 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2016 · 3 yrs 6 mos
Chase Investment Services CORP.
April 2009 - October 2012 · 3 yrs 6 mos
Chase Investment Services CORP.Broker
March 2009 - October 2012 · 3 yrs 7 mos
Lowell & Company, INC.Broker
January 2009 - March 2009 · 2 mos
Morgan Stanley Dw INC.Broker
July 2002 - January 2007 · 4 yrs 6 mos
Oberweis Securities, INC.Broker
March 2002 - May 2002 · 2 mos
State Registrations37 states
ALAZCACODCDEFLGAIAIDILINKSLAMDMIMNMOMSMTNCNHNMNVNYOHOKORPASCSDTNTXUTVAWAWI
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.