Janet Brandt is a registered investment advisor at Morgan Stanley, based in Gilbert, AZ, with 13 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
400 East Rivulon Boulevard, Gilbert, AZ, 85297
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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
November 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - April 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - April 2019 · 1 yr 8 mos
Ameriprise Financial Services, INC.
June 2014 - July 2017 · 3 yrs 1 mo
Ameriprise Financial Services, INC.Broker
April 2014 - July 2017 · 3 yrs 3 mos
Morgan StanleyBroker
October 2011 - April 2014 · 2 yrs 6 mos
Meridian United Capital, LLCBroker
July 2009 - August 2009 · 1 mo
Bel Air Securities LLCBroker
April 2008 - April 2009 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.