MS
MS

Margaret Strausser

17 Years of Experience
Sarasota, FL
Broker

Margaret Strausser is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 17 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

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

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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

Margaret is a successor co-trustee for a trust since February 2022. This investment-related activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2009 - January 2014 · 4 yrs 8 mos
Wells Fargo Advisors, LLCBroker
July 2008 - January 2014 · 5 yrs 6 mos
State Registrations48 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.