Julie Garwood is a registered investment advisor at Morgan Stanley, based in Albany, GA, 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
2421 Westgate Drive, Suite 100, Albany, GA, 31707
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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 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - May 2017 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - May 2017 · 6 yrs 7 mos
Morgan Keegan & Company, INC.
September 2005 - October 2010 · 5 yrs 1 mo
Morgan Keegan & Company, INC.Broker
July 2005 - October 2010 · 5 yrs 3 mos
Pfic Securities CorporationBroker
November 2004 - July 2005 · 8 mos
Morgan Keegan & Company, INC.Broker
December 2003 - September 2004 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.