Julia Franz is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 20 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
7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105
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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
October 2011 - Present · 14 yrs 7 mos
Morgan Stanley
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
M Holdings Securities, INC.
October 2010 - May 2011 · 7 mos
M Holdings Securities, INC.Broker
May 2009 - May 2011 · 2 yrs
Citigroup Global Markets INC.Broker
October 2008 - February 2009 · 4 mos
Citigroup Global Markets INC.
October 2008 - February 2009 · 4 mos
Northwestern Mutual Investment Services,llc
January 2007 - September 2008 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
February 2005 - September 2008 · 3 yrs 7 mos
State Registrations2 states
ILMO
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.