MG
MG
Mark Genovese
20 Years of Experience
Bloomfield Hills, MI
3 DisclosuresBroker
Mark Genovese is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, 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
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (3)
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Customer Dispute
May 2009Denied
Customer Dispute
November 2008Settled
Customer Dispute
May 2007Settled
Other 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
November 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - October 2013 · 1 yr
J.P. Morgan Securities LLCBroker
October 2012 - October 2013 · 1 yr
Chase Investment Services CORP.
October 2006 - October 2012 · 6 yrs
Chase Investment Services CORP.Broker
October 2006 - October 2012 · 6 yrs
Mercer Allied Company, L.P.Broker
November 2005 - August 2006 · 9 mos
State Registrations24 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.