Gwendolyn Belle is a registered investment advisor at Morgan Stanley, based in Roanoke, VA, 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
10 South Jefferson Street, Suite 1700, Roanoke, VA, 24011
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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
July 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2019 - July 2022 · 3 yrs
Wells Fargo Clearing Services, LLCBroker
November 2016 - July 2022 · 5 yrs 8 mos
First Clearing, LLCBroker
April 2009 - November 2016 · 7 yrs 7 mos
Wachovia Securities, LLCBroker
May 2007 - April 2009 · 1 yr 11 mos
Capital Brokerage CorporationBroker
February 2004 - April 2007 · 3 yrs 2 mos
Metlife Securities INC.Broker
March 2003 - January 2004 · 10 mos
Metropolitan Life Insurance CompanyBroker
March 2003 - January 2004 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.