SF
SF

Spencer French

15 Years of Experience
Vancouver, WA
Broker

Spencer French is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, 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
Loading...

Location

1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661

Get directions

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.

Learn about disclosures →
Other Business Activities

Spencer is an employee/coach at Westside Academy of Kung Fu/Crossfit Hillsdale, dedicating a few hours per week outside of business hours. Spencer also owns an art/culture business and receives music royalties, but spends no time on it.

Employment History
Current Registrations
Morgan StanleyBroker
October 2018 - Present · 7 yrs 9 mos
Morgan Stanley
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
November 2015 - October 2018 · 2 yrs 11 mos
Cuso Financial Services, L.P.
November 2015 - October 2018 · 2 yrs 11 mos
Cetera Advisor Networks LLC
August 2015 - November 2015 · 3 mos
Cetera Advisor Networks LLCBroker
August 2015 - November 2015 · 3 mos
Morgan Stanley
May 2014 - August 2015 · 1 yr 3 mos
Morgan StanleyBroker
April 2014 - August 2015 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
State Registrations39 states
AKALARAZCACOCTFLGAHIIDILINKSKYMAMDMIMNMOMSMTNCNENHNJNMNVNYOHORPARITXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Spencer French - Financial Advisor | TrueAdvisor