GB
GB

Gary Bergeron

16 Years of Experience
Portland, ME
Broker

Gary Bergeron is a registered investment advisor at Morgan Stanley, based in Portland, ME, with 16 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

100 Middle Street, 3rd Floor, Portland, ME, 04101

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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

Gary is on the Investment Committee for Gould Academy since May 2020, spending minimal time. He also serves as Executor/Co-Executor for an estate since November 2021, dedicating a few hours per week.

Employment History
Current Registrations
Morgan Stanley
December 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
September 2009 - Present · 16 yrs 10 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.