Glenn Coates is a registered investment advisor at Morgan Stanley, based in Silverdale, WA, with 19 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2011 North West Myhre Road, Suite 301, Silverdale, WA, 98383
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Regulatory History (1)
Customer Dispute
December 2014Other Business Activities
Glenn serves on the finance committee for The Island School, an educational institution. This accounting/bookkeeping role requires minimal time and is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations53 states
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
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