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Julie Axelrod

22 Years of Experience
Plantation, FL
Broker

Julie Axelrod is a registered investment advisor at Morgan Stanley, based in Plantation, FL, 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

1200 South Pine Island Road, Suite 800, Plantation, FL, 33324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Julie owns rental property in Cape Coral, Florida, since 2018. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
November 2003 - April 2007 · 3 yrs 5 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMIMNMONCNHNJNMNVNYOHORPASCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.