WC
WC

Ward Cerny

19 Years of Experience
Houston, TX
Broker

Ward Cerny is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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

845 Texas Avenue, Suite 1810, Houston, TX, 77002

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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

Ward is a board member and on the finance committee for Denver Kids, a children/youth education organization. He spends minimal time on this activity, split evenly between business and after-business hours, primarily on labor/service and fundraising.

Employment History
Current Registrations
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Sanford C. Bernstein & CO., LLC
April 2011 - November 2012 · 1 yr 7 mos
Alliancebernstein L.P.
January 2011 - November 2020 · 9 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
December 2010 - November 2020 · 9 yrs 11 mos
Green Manning & Bunch, LTD.Broker
July 2006 - September 2010 · 4 yrs 2 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAHIIDILMAMDMIMNMOMTNCNDNENHNJNVNYOHORPASCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.