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Fred Weingart is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2013Settled
Customer Dispute
August 2009Settled
Employment History
Current Registrations
Morgan StanleyBroker
November 2011 - Present · 14 yrs 6 mos
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
January 2003 - November 2011 · 8 yrs 10 mos
UBS Financial Services INC.Broker
October 2002 - November 2011 · 9 yrs 1 mo
State Registrations24 states
AZCACODCFLGAILINMAMDMIMONCNJNYOHOKORSCTNTXVAVTWA
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.