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Ned Altic

12 Years of Experience
Beavercreek, OH
Broker

Ned Altic is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 12 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

4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ned is involved with several outside business activities, including the Institute on the Constitution, Miami County Liberty Group, rental property, Republican Party Central Committee, and Veterans of Foreign Wars. These activities take up minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - January 2017 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - January 2017 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.