Mark Genovese
Mark Genovese is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 20 years of industry experience. Mark 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
40705 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2009Customer Dispute
November 2008Customer Dispute
May 2007Other Business Activities
Mark owns rental properties through AMG LLC and 1839 Lakewood Dr LLC. He spends minimal time on AMG LLC and a few hours per week on 1839 Lakewood Dr LLC after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Mercer Allied Company, L.P.Broker
State Registrations24 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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