Cortney Rice is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 20 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
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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
May 2014 - Present · 12 yrs
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Ha&w Wealth Management, LLC
August 2012 - April 2014 · 1 yr 8 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2012 - April 2014 · 1 yr 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2012 · 3 yrs 2 mos
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.