SF
SF

Sean Fox

21 Years of Experience
Lutherville, MD
Broker

Sean Fox is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 21 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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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

Sean is a sole proprietor/owner/partner of Fox Cre8tions, producing artwork since 2016. He spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
M&t Securities, INC.Broker
March 2005 - January 2006 · 10 mos
Thrivent Investment Management INC.Broker
February 2004 - March 2005 · 1 yr 1 mo
State Registrations35 states
AKARAZCACOCTDCDEFLGAILKSKYMAMDMEMNMOMTNCNHNJNMNYOHORPARISCTXUTVAVTWAWV
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.