Betsy Edmunson is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 15 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
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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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
March 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
December 2020 - August 2021 · 8 mos
Morgan StanleyBroker
December 2020 - August 2021 · 8 mos
LPL Financial LLCBroker
June 2020 - December 2020 · 6 mos
LPL Financial LLC
June 2020 - December 2020 · 6 mos
Unionbanc Investment Services, LLC
May 2013 - July 2020 · 7 yrs 2 mos
Unionbanc Investment Services, LLCBroker
May 2013 - July 2020 · 7 yrs 2 mos
Wells Fargo Advisors, LLC
January 2011 - January 2013 · 2 yrs
Wells Fargo Advisors, LLCBroker
January 2011 - January 2013 · 2 yrs
Wells Fargo Investments, LLC
July 2009 - January 2011 · 1 yr 6 mos
Wells Fargo Investments, LLCBroker
June 2009 - January 2011 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.