Rick Felix is a registered investment advisor at Morgan Stanley, based in Oakland, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1999 Harrison Street, Suite 2200, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rick owns rental property in Sacramento, California since 2018. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations31 states
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