Mark Mohtashemi is a CFP-designated registered investment advisor at Morgan Stanley, based in Garden City, NY, with 15 years of industry experience. Mark 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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Regulatory History
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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Mark is a member of Harbor Capital Associates, LLC, a real estate investment company, since 2010, but currently has no real estate investments. He is also a managing member of 524 Adams LLC (real estate) and a trustee/co-trustee of a trust, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley
State Registrations42 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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