Manotham Ward is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, 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
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
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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 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 5 mos
Previous Registrations
Western International Securities, INC.Broker
December 2013 - February 2017 · 3 yrs 2 mos
Gbs Financial CORP.Broker
June 2011 - December 2013 · 2 yrs 6 mos
Gbs Advisors
June 2011 - December 2013 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - February 2011 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - February 2011 · 1 yr 4 mos
Banc of America Investment Services, INC.
April 2004 - October 2009 · 5 yrs 6 mos
Banc of America Investment Services, INC.Broker
April 2003 - October 2009 · 6 yrs 6 mos
State Registrations43 states
AKALARAZCACOCTFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNDNENJNMNVNYOHOKORPARISCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.