MP
MP

Marc Perrault

18 Years of Experience
Norwell, MA
Broker

Marc Perrault is a registered investment advisor at Morgan Stanley, based in Norwell, MA, 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

141 Longwater Drive, Suite 102, Norwell, MA, 02061

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Marc is involved in Duhamel Refrigeration, a family business focused on refrigeration and HVAC. He works as a refrigeration tech, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
E*trade Capital Management, LLC
December 2016 - October 2022 · 5 yrs 10 mos
E*trade Securities LLCBroker
October 2016 - October 2022 · 6 yrs
Realty Capital Securities, LLCBroker
December 2013 - December 2015 · 2 yrs
Columbia Management Investment Advisers, LLC
March 2011 - December 2013 · 2 yrs 9 mos
Columbia Management Investment Distributors, INC.Broker
September 2010 - December 2013 · 3 yrs 3 mos
John Hancock Distributors LLCBroker
June 2006 - August 2010 · 4 yrs 2 mos
State Registrations20 states
AZCACOCTFLINMAMDMENHNYOHORPARISCTXUTVAWA
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.