BF
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Bryan Fowlkes is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 28th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
February 2015Denied
Other Business Activities
Bryan serves as a trustee for two trusts in Middletown, New Jersey, since 2017. These activities are investment-related and require minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - August 2020 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2012 - August 2020 · 8 yrs 7 mos
Morgan Stanley Smith Barney LLC
August 2010 - December 2011 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
August 2010 - December 2011 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - July 2010 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - July 2010 · 3 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2006 - October 2006 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2006 - October 2006 · 8 mos
Morgan Stanley Dw INC.Broker
September 2004 - February 2006 · 1 yr 5 mos
Morgan Stanley
September 2004 - February 2006 · 1 yr 5 mos
Maxim Group LLCBroker
July 2003 - October 2004 · 1 yr 3 mos
Murjen Financial, INC.Broker
March 2003 - August 2003 · 5 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.