BA
BA

Brian Andzik

21 Years of Experience
Beavercreek, OH
Broker

Brian Andzik is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, 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

4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440

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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

Brian is involved in numerous outside business activities, primarily related to restaurants and investment partnerships. He also advises a student trading fund and participates in several community and fraternal organizations, dedicating minimal time outside of business hours to these endeavors.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 2004 - June 2009 · 4 yrs 6 mos
Citigroup Global Markets INC.Broker
November 2004 - June 2009 · 4 yrs 7 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.