Whitney Naylor is a registered investment advisor at Morgan Stanley, based in Canton, GA, 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
Loading...
Location
Canton, GA
Get directionsHistory
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
September 2023 - Present · 2 yrs 10 mos
Morgan Stanley
August 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
E*trade Capital Management, LLC
May 2017 - September 2023 · 6 yrs 4 mos
E*trade Securities LLCBroker
May 2017 - September 2023 · 6 yrs 4 mos
Morgan Stanley
September 2016 - May 2017 · 8 mos
Morgan StanleyBroker
July 2016 - May 2017 · 10 mos
E*trade Securities LLCBroker
February 2014 - May 2016 · 2 yrs 3 mos
State Registrations1 state
GA
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.