Bradford Fulton is a CFA-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 16 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
750 Seventh Avenue, New York, NY, 10019
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
January 2011 - March 2019 · 8 yrs 2 mos
J.P. Morgan Securities INC.Broker
October 2008 - July 2010 · 1 yr 9 mos
J.p.morgan Securities INC.
October 2008 - July 2010 · 1 yr 9 mos
J. P. Morgan Securities INC.
October 2007 - October 2008 · 1 yr
J.P. Morgan Securities INC.Broker
August 2007 - October 2008 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.