DB
DB

Derek Brown

15 Years of Experience
Upper St. Clair, PA
Broker

Derek Brown is a registered investment advisor at Morgan Stanley, based in Upper St. Clair, PA, 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

2600 Old Washington Road, Upper St. Clair, PA, 15241

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History

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.

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Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
April 2010 - Present · 16 yrs 1 mo
State Registrations34 states
ALCACOCTDCFLGAHIIDILINMAMDMEMIMOMTNCNHNJNMNVNYOHORPASCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.