NV
NV

Nils Vidal

17 Years of Experience
Annapolis, MD
Broker

Nils Vidal is a registered investment advisor at Morgan Stanley, based in Annapolis, MD, with 17 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
Loading...

Location

Annapolis, MD

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Morgan Stanley
May 2016 - Present · 10 yrs
Previous Registrations
PNC Investments
September 2014 - December 2015 · 1 yr 3 mos
PNC InvestmentsBroker
August 2014 - December 2015 · 1 yr 4 mos
Citigroup Global Markets INC.
November 2011 - August 2014 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
June 2011 - August 2014 · 3 yrs 2 mos
Wells Fargo Advisors, LLCBroker
December 2006 - June 2010 · 3 yrs 6 mos
State Registrations28 states
CACOCTDCDEFLGAILKYMAMDMIMNMTNCNHNJNMNYORPAPRSCTXUTVAWAWY
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.
Nils Vidal - Financial Advisor | TrueAdvisor