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Gerard Stadler

20 Years of Experience
Pepper Pike, OH
Broker

Gerard Stadler is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 20 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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History

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.

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Other Business Activities

Gerard is a member of the Finance Committee for VASJ High School, reviewing financial statements and budgets. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.
February 2006 - April 2008 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2006 - April 2008 · 2 yrs 2 mos
Citigroup Global Markets INC.
November 2002 - April 2003 · 5 mos
Citigroup Global Markets INC.Broker
June 2002 - April 2003 · 10 mos
State Registrations30 states
AZCACOCTDCFLGAIDILINLAMAMIMNMSMTNCNHNMNVNYOHOKPARISCTXVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gerard Stadler - Financial Advisor | TrueAdvisor