Trevor Fried
Trevor Fried is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 16 years of industry experience. Trevor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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Regulatory History (1)
Customer Dispute
August 2024Other Business Activities
Trevor is an author for Cambria Press and treasurer for The Breakers Condominium Association Board. He is also involved with a loan, the Community Foundation of Broward, Kobayashi Maru LLC (real estate), and Broward Stamps & Philatelic Literature, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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