EC
EC

Edouard Crepy

21 Years of Experience
Miami, FL
1 DisclosureBroker

Edouard Crepy is a registered investment advisor at Morgan Stanley, based in Miami, 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

200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131

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History

Regulatory History (1)
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Customer Dispute
April 2015
Settled
Other Business Activities

Edouard is the manager of DOU 69 LLC and owns two vehicles. This activity requires minimal time and is located in Miami, FL.

Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Bnp Paribas Investment Services, LLCBroker
August 2004 - November 2011 · 7 yrs 3 mos
State Registrations34 states
AZCACOCTDCDEFLGAHIILKYMAMDMIMNMOMTNCNHNJNVNYOHPAPRSCSDTNTXUTVAVirgin IslandsWAWY
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.
Edouard Crepy - Financial Advisor | TrueAdvisor