Spencer Torgan
Spencer Torgan is a registered investment advisor at Morgan Stanley, based in Westlake Village, CA, with 21 years of industry experience. Spencer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2829 Townsgate Road, Suite 200, Westlake Village, CA, 91361
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Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Spencer does background work in movies and commercials, dedicating minimal time to this activity. He also serves as a successor trustee, spending minimal time outside of business hours on this role.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations46 states
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
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