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Brandon Marsh

19 Years of Experience
Birmingham, AL
Broker

Brandon Marsh is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, 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

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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History

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.

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Other Business Activities

Brandon serves as a Power of Attorney, starting in March 2023. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Bbva Securities INC.Broker
March 2012 - September 2014 · 2 yrs 6 mos
Bbva Compass Investment Solutions, INCBroker
July 2004 - July 2010 · 6 yrs
State Registrations12 states
ALFLGAKYLAMDMIMSNCNYTXWA
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.