BB
BB

Bonnie Brewer

11 Years of Experience
Birmingham, AL
Broker

Bonnie Brewer is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 11 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

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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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

Bonnie works as an employee in sales/marketing for Pottery Barn retail/online stores. This takes about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2019 - Present · 7 yrs 1 mo
Morgan Stanley
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.Broker
November 2017 - March 2019 · 1 yr 4 mos
Ameriprise Financial Services, INC.
November 2017 - March 2019 · 1 yr 4 mos
SA Stone Investment Advisors INC.
October 2017 - October 2017 · 0 mos
SA Stone Wealth Management INC.Broker
September 2014 - October 2017 · 3 yrs 1 mo
Sterne, Agee & Leach, INC.Broker
April 2014 - July 2014 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.