Andre Turman is a registered investment advisor at Morgan Stanley, based in Latham, NY, with 14 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
1212 Troy Schenectady Road, Latham, NY, 12110
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Regulatory History (1)
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Financial
January 2019Final
Other Business Activities
Andre is a board member for Father's Incorporated, Inc and the Regional Food Bank of Northeastern New York, spending minimal time on each. Andre is also co-authoring a book and is an employee of Enterprise Holdings, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - March 2022 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - March 2022 · 10 yrs 6 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDINKSKYLAMAMDMEMIMNMSMTNCNDNENHNJNMNVNYOHOKPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.