Nicholas Burda is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 13 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
1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006
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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 →Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
E*trade Capital Management, LLC
April 2019 - November 2022 · 3 yrs 7 mos
E*trade Securities LLCBroker
April 2019 - November 2022 · 3 yrs 7 mos
Vanguard Advisers INC
December 2016 - February 2019 · 2 yrs 2 mos
Vanguard Marketing CorporationBroker
November 2013 - February 2019 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
March 2013 - September 2013 · 6 mos
Ing Financial Partners, INC.Broker
March 2011 - September 2011 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.