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Mark Nevins

20 Years of Experience
Atlanta, GA
1 DisclosureBroker

Mark Nevins is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008
Settled
Other Business Activities

Mark owns rental property through Ashantilly LLC since 2014. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - June 2012 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - June 2012 · 6 yrs 8 mos
State Registrations43 states
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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.
Mark Nevins - Financial Advisor | TrueAdvisor