James Buri is a CFP-designated registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, 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
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
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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 2018 - Present · 7 yrs 6 mos
Morgan StanleyBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - December 2018 · 5 mos
Strategic Advisers LLC
April 2011 - July 2018 · 7 yrs 3 mos
Fidelity Brokerage Services LLCBroker
March 2011 - December 2018 · 7 yrs 9 mos
Ameriprise Advisor Services, INC.Broker
August 2009 - October 2009 · 2 mos
Ameriprise Financial Services, INC.Broker
August 2009 - March 2011 · 1 yr 7 mos
Ameriprise Financial Services, INC.Broker
September 2008 - April 2009 · 7 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.