Brent Bassler is a registered investment advisor at Morgan Stanley, based in Tampa, FL, 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
100 North Tampa Street, Suite 3000, Tampa, FL, 33602
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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
October 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
E*trade Capital Management, LLC
June 2009 - October 2022 · 13 yrs 4 mos
E*trade Securities LLCBroker
May 2006 - October 2022 · 16 yrs 5 mos
Brownco, LLCBroker
February 2006 - May 2006 · 3 mos
Gunnallen Financial, INCBroker
January 2005 - February 2006 · 1 yr 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.