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Moosa Rizvi

11 Years of Experience
Oak Brook, IL
Broker

Moosa Rizvi is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, 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

2211 York Road, Suite 100, Oak Brook, IL, 60523

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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

Moosa is a partner/contractor for Rizvi Group Chicago LLC, involved in COVID-19 testing, accounting, and bookkeeping, dedicating about 10-20% of his time during business hours. He is also a contractor/partner for RHK Testing Solutions LLC, involved in COVID-19 testing, accounting, bookkeeping, business development, labor/service, and administrative tasks, dedicating about 10-20% of his time during business hours and about half his time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
BMO Harris Financial Advisors, INC
April 2016 - March 2017 · 11 mos
BMO Harris Financial Advisors, INC.Broker
April 2014 - March 2017 · 2 yrs 11 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.