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Nicolas Ulvert is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 15 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
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2019Settled
Other Business Activities
Nicolas is involved with DC Brau Brewing LLC, dedicating minimal time outside of business hours. He also spends a few hours per week on TaskRabbit, a local task outsourcing platform.
Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2010 - December 2011 · 1 yr
State Registrations36 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.