Reid Fields is a registered investment advisor at Morgan Stanley, based in Montgomery, AL, 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
7515 Halcyon Summit Drive, Montgomery, AL, 36117
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Bbva Wealth Solutions INC.
March 2017 - October 2020 · 3 yrs 7 mos
Bbva Securities INC.Broker
November 2013 - October 2020 · 6 yrs 11 mos
Mutual of Omaha Investor Services, INC.Broker
April 2013 - November 2013 · 7 mos
Metlife Securities INC.Broker
September 2002 - April 2013 · 10 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
September 2002 - July 2007 · 4 yrs 10 mos
State Registrations16 states
ALCACODEFLGAILMDMSNCNYSCTNTXUTVA
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.