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Audri Barthel

15 Years of Experience
Tulsa, OK
Broker

Audri Barthel is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, with 15 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

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Audri owns Mrs. B's, selling homemade items like quilts and handbags at craft shows or online, dedicating minimal time after business hours. Audri is also a sole proprietor/owner/partner of RNA Properties.

Employment History
Current Registrations
Morgan Stanley
November 2014 - Present · 11 yrs 6 mos
Morgan StanleyBroker
March 2011 - Present · 15 yrs 2 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.