Andrea Vlad is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 10 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
3033 East 1st Avenue, Suite 820, Denver, CO, 80206
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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
July 2022 - Present · 4 yrs
Morgan StanleyBroker
July 2022 - Present · 4 yrs
Previous Registrations
RBC Capital Markets, LLC
July 2021 - June 2022 · 11 mos
RBC Capital Markets, LLCBroker
May 2020 - June 2022 · 2 yrs 1 mo
Pfm Fund Distributors, INC.Broker
January 2018 - March 2020 · 2 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2014 - September 2017 · 2 yrs 10 mos
State Registrations23 states
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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.