IP
IP
Irwin Persaud
12 Years of Experience
Beverly Hills, CA
1 DisclosureBroker
Irwin Persaud 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
October 2015Denied
Employment History
Current Registrations
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2013 - August 2015 · 2 yrs
Ameriprise Financial Services, INC.Broker
July 2013 - August 2015 · 2 yrs 1 mo
State Registrations18 states
AZCACTFLGAILMAMDNCNJNYPATNTXUTVAWAWY
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.