AB
AB

Andrew Bernstein

23 Years of Experience
New York, NY
Broker

Andrew Bernstein is a registered investment advisor at Morgan Stanley, based in New York, NY, with 23 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

One Penn Plaza, 43rd Floor, New York, NY, 10119

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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

Andrew serves as a trustee or co-trustee for two trusts, one established in 2019 and the other in 2021, both related to estate administration. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
April 2004 - June 2009 · 5 yrs 2 mos
AXA Advisors, LLCBroker
August 2002 - November 2003 · 1 yr 3 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.