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Asif Ahmed

20 Years of Experience
Phoenix, AZ
1 DisclosureBroker

Asif Ahmed is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, 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

2398 East Camelback Road, Suite 800, Phoenix, AZ, 85016

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History

Regulatory History (1)
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Criminal
March 2001
Final Disposition
Other Business Activities

Asif is a board member for C-Suite Comp, a technology company, focusing on business development and growth. This takes minimal time each month.

Employment History
Current Registrations
Morgan StanleyBroker
February 2022 - Present · 4 yrs 5 mos
Morgan Stanley
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - February 2022 · 9 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2022 · 9 yrs 4 mos
Chase Investment Services CORP.
September 2011 - October 2012 · 1 yr 1 mo
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2011 · 1 yr 9 mos
Banc of America Investment Services, INC.Broker
September 2005 - October 2009 · 4 yrs 1 mo
State Registrations37 states
ALAZCACODCDEFLGAIAIDILINKSLAMDMIMNMOMSMTNCNHNMNVNYOHOKORPASCSDTNTXUTVAWAWI
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.
Asif Ahmed - Financial Advisor | TrueAdvisor