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Troy Razeggi
12 Years of Experience
Beverly Hills, CA
1 DisclosureBroker
Troy Razeggi is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 12 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2015Settled
Other Business Activities
Troy has no role at WECC, a for-profit corporation, and dedicates no time to it. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - November 2019 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - November 2019 · 3 yrs 7 mos
Morgan Stanley
October 2013 - May 2016 · 2 yrs 7 mos
Morgan StanleyBroker
September 2013 - May 2016 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
April 2013 - August 2013 · 4 mos
State Registrations5 states
CAFLHINVNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.