Brian Maxted is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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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
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2015 - July 2017 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
October 2014 - July 2017 · 2 yrs 9 mos
G-2 Trading,llcBroker
August 2013 - October 2013 · 2 mos
State Registrations30 states
AKALAZCACTFLGAILINKSMAMDMEMINCNHNJNMNVNYOHORPASCTNTXVAVTWAWV
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.