BB
CFP
BB
CFP
Brittany Bieger is a CFP-designated registered investment advisor at Morgan Stanley, based in Rochester, NY, 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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
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Regulatory History (1)
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Regulatory
May 2021Final
Employment History
Current Registrations
Morgan Stanley
April 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Manning & Napier Investor Services, INC.Broker
April 2012 - March 2015 · 2 yrs 11 mos
State Registrations31 states
AZCACOCTDCFLGAIDILKSMAMDMEMIMNMTNCNHNJNMNYOHORPARISCTNTXVAVTWA
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.