GW
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Graeme Wilson

18 Years of Experience
Chicago, IL
Broker

Graeme Wilson is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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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.

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Other Business Activities

Graeme is a coach at Chicago Elite Fitness, a CrossFit, Olympic lifting, and powerlifting gym, since 2013.

Employment History
Current Registrations
Morgan Stanley
December 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
December 2015 - Present · 10 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
May 2008 - December 2015 · 7 yrs 7 mos
UBS Financial Services INC.Broker
May 2008 - December 2015 · 7 yrs 7 mos
J. P. Morgan Securities INC.
November 2007 - May 2008 · 6 mos
J.P. Morgan Securities INC.Broker
September 2007 - May 2008 · 8 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Graeme Wilson - Financial Advisor | TrueAdvisor