GS
CFP
GS
CFP

Glen Simmonds

21 Years of Experience
Osprey, FL
Broker

Glen Simmonds is a CFP-designated registered investment advisor at Morgan Stanley, based in Osprey, 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

Osprey, FL

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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

Glen serves as power of attorney for his father, a role he has held since August 2019. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
January 2008 - August 2024 · 16 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2024 · 16 yrs 7 mos
A. G. Edwards & Sons, INC.
July 2004 - January 2008 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
July 2004 - January 2008 · 3 yrs 6 mos
State Registrations26 states
ALAZCACODEFLGAIAIDILINKSKYMDMIMNMONCNYPASCSDTNTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.