Brooke Mish is a registered investment advisor at Morgan Stanley, based in Naples, FL, 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
Loading...
Location
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
Get directionsHistory
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
September 2014 - Present · 11 yrs 8 mos
Morgan StanleyBroker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
February 2011 - September 2014 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
September 2003 - September 2014 · 11 yrs
Metlife Securities INC.Broker
December 2002 - May 2003 · 5 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - May 2003 · 5 mos
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.