AG
AG

Albert Gibbons

17 Years of Experience
Menlo Park, CA
Broker

Albert Gibbons is a registered investment advisor at Morgan Stanley, based in Menlo Park, 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

2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025

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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

Albert is on the board of directors for the Boys and Girls Club of the Peninsula since 2011, dedicating minimal time. He is also a board member for the Mid-Peninsula Foundation since 2023, spending a few hours per week on administrative, fundraising, and investment decisions.

Employment History
Current Registrations
Morgan Stanley
October 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
October 2011 - Present · 14 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
November 2008 - October 2011 · 2 yrs 11 mos
UBS Financial Services INC.Broker
November 2008 - October 2011 · 2 yrs 11 mos
Credit Suisse Securities (USA) LLC
October 2008 - November 2008 · 1 mo
Credit Suisse Securities (USA) LLCBroker
September 2008 - November 2008 · 2 mos
State Registrations37 states
AZCACOCTDCDEFLGAHIIDILINKSMAMDMEMIMNMOMTNCNMNVNYOHORPARISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.