CP
CP

Clinton Parsons

19 Years of Experience
Sandy, UT
Broker

Clinton Parsons is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 19 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

200 West Civic Center Drive, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
E*trade Capital Management, LLC
October 2012 - September 2023 · 10 yrs 11 mos
E*trade Securities LLCBroker
May 2008 - September 2023 · 15 yrs 4 mos
Ameriprise Financial Services, INC.
May 2006 - April 2008 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
March 2006 - April 2008 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.