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Gilbert Bovell

21 Years of Experience
Mount Laurel, NJ
Broker

Gilbert Bovell is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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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

Gilbert is the sole proprietor and owner of Shine Your Light LLC, offering mediation and holistic lifestyle coaching since 2022. He spends minimal time on this investment-related activity, primarily after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - January 2022 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - January 2022 · 9 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2005 - April 2007 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
State Registrations38 states
ARAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gilbert Bovell - Financial Advisor | TrueAdvisor