Anne Cheaney is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 18 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
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2024 - Present · 1 yr 11 mos
Morgan Stanley
June 2024 - Present · 1 yr 11 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2015 - July 2024 · 9 yrs 6 mos
UBS Financial Services INC.
January 2015 - July 2024 · 9 yrs 6 mos
Morgan StanleyBroker
October 2013 - January 2015 · 1 yr 3 mos
Morgan Stanley
October 2013 - January 2015 · 1 yr 3 mos
UBS Financial Services INC.
April 2011 - October 2013 · 2 yrs 6 mos
UBS Financial Services INC.Broker
April 2011 - October 2013 · 2 yrs 6 mos
Natcity Investments, INC.
April 2008 - August 2009 · 1 yr 4 mos
Natcity Investments, INC.Broker
April 2006 - August 2009 · 3 yrs 4 mos
State Registrations16 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.