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Abraham Dispennette

10 Years of Experience
Milwaukee, WI
Broker

Abraham Dispennette is a registered investment advisor at Morgan Stanley, based in Milwaukee, WI, 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

411 East Wisconsin Avenue, Suite 2200, Milwaukee, WI, 53202

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History

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.

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Other Business Activities

Abraham is a 33% owner of COT Capital, LLC, a holding company for a franchise, and F36 CO, LLC, a franchise subsidiary. He also serves in the Wisconsin Army National Guard, dedicating minimal time during business hours and about 10-20% of his time after hours to administrative duties.

Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
June 2012 - June 2018 · 6 yrs
State Registrations37 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.
Abraham Dispennette - Financial Advisor | TrueAdvisor