CR
CR
Clint Rosebush is a registered investment advisor at Morgan Stanley, based in Sedalia, CO, with 22 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
Sedalia, CO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2015Denied
Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
E*trade Securities LLCBroker
March 2021 - September 2023 · 2 yrs 6 mos
Charles Schwab & CO., INC.
May 2010 - June 2020 · 10 yrs 1 mo
Charles Schwab & CO., INC.Broker
May 2010 - June 2020 · 10 yrs 1 mo
T. Rowe Price Advisory Services, INC.
October 2005 - April 2010 · 4 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
October 2005 - April 2010 · 4 yrs 6 mos
T. Rowe Price Advisory Services, INC.
December 2004 - April 2005 · 4 mos
T. Rowe Price Investment Services, INC.Broker
February 2004 - April 2005 · 1 yr 2 mos
New England SecuritiesBroker
March 2003 - January 2004 · 10 mos
New England SecuritiesBroker
August 2002 - September 2002 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.