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Gregory Tanzer

14 Years of Experience
Middleton, MA
Broker

Gregory Tanzer is a registered investment advisor at Morgan Stanley, based in Middleton, MA, 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

35 Village Road, Suite 601, Middleton, MA, 01949

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is on the Finance Committee for Jewish Big Brother Big Sister in Waltham, Massachusetts, focusing on accounting/bookkeeping. This activity takes minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
May 2024 - Present · 2 yrs
Previous Registrations
J.P. Morgan Securities LLC
April 2024 - May 2024 · 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - May 2024 · 8 mos
First Republic Securities Company, LLCBroker
November 2011 - September 2023 · 11 yrs 10 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.