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Edward Rulison is a registered investment advisor at Morgan Stanley, based in Syracuse, 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
250 South Clinton Street, Suite 500, Syracuse, NY, 13202
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Regulatory History (2)
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Customer Dispute
August 2020Denied
Customer Dispute
January 2009Settled
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley
September 2015 - December 2015 · 3 mos
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
RBC Dain Rauscher INC.
January 2004 - May 2004 · 4 mos
RBC Dain Rauscher INC.Broker
September 2003 - May 2004 · 8 mos
State Registrations14 states
COCTDEFLILMEMINHNYOHPARISCVA
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.