Travis Sinquefield is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 19 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
5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546
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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 StanleyBroker
August 2013 - Present · 12 yrs 9 mos
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2010 - July 2012 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
April 2008 - July 2012 · 4 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2004 - September 2006 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2004 - September 2006 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.