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Glenn Coates is a registered investment advisor at Morgan Stanley, based in Silverdale, WA, 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
2011 North West Myhre Road, Suite 301, Silverdale, WA, 98383
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Regulatory History (1)
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Customer Dispute
December 2014Denied
Other 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
April 2016 - Present · 10 yrs 1 mo
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - May 2016 · 3 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - May 2016 · 3 yrs 7 mos
Chase Investment Services CORP.
May 2008 - October 2012 · 4 yrs 5 mos
Chase Investment Services CORP.Broker
March 2007 - October 2012 · 5 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.