EB
EB

Egija Bruge

12 Years of Experience
Mequon, WI
Broker

Egija Bruge is a registered investment advisor at Morgan Stanley, based in Mequon, WI, with 12 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

11501 North Port Washington, Mequon, WI, 53092

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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

Egija serves as the Board Treasurer for the Wisconsin Latvian Cultural Foundation Inc, a civic/community organization, since 2021. This involves minimal time for check signing/funds disbursements and accounting/bookkeeping.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Regal Securities, INC.Broker
December 2013 - August 2015 · 1 yr 8 mos
State Registrations49 states
ARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Egija Bruge - Financial Advisor | TrueAdvisor