SM
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Stacy Mensch

8 Years of Experience
Wyomissing, PA
Broker

Stacy Mensch is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, with 8 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

1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610

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History

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.

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Other Business Activities

Stacy makes crafts and jewelry to sell on Etsy, dedicating minimal time after business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWV
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.
Stacy Mensch - Financial Advisor | TrueAdvisor