BP
BP

Brandon Park

19 Years of Experience
Honolulu, HI
Broker

Brandon Park is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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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

Brandon is the President of Exit Planning Exchange, a networking organization in Winchester, Massachusetts. He spends minimal time on business development and growth for this organization outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
November 2010 - June 2022 · 11 yrs 7 mos
UBS Financial Services INC.Broker
November 2010 - June 2022 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - November 2010 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - November 2010 · 4 yrs 4 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brandon Park - Financial Advisor | TrueAdvisor