Trevor Fried

16 Years of Experience

Fort Lauderdale, FL

1 DisclosureBroker

Trevor Fried is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, 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.

Morgan Stanley

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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2024

Settled

View Full SEC Report How to Read Disclosures

Other 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

December 2009 - Present · 16 yrs 9 mos

Morgan StanleyBroker

November 2009 - Present · 16 yrs 10 mos

State Registrations53 states

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AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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