BP
BP
Brenton Purcell
18 Years of Experience
Charlotte, NC
3 DisclosuresBroker
Brenton Purcell is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, 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
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (3)
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Customer Dispute
November 2016Denied
Customer Dispute
September 2011Denied
Customer Dispute
April 2011Denied
Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2008 - November 2023 · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
February 2008 - November 2023 · 15 yrs 9 mos
Morgan Stanley & CO., Incorporated
July 2007 - January 2008 · 6 mos
Morgan Stanley & CO., IncorporatedBroker
May 2007 - January 2008 · 8 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.