Trey Cook is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, with 12 years of industry experience. Trey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266
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Regulatory History (1)
Regulatory
July 2018Other Business Activities
Trey is an employee at Grandslam USA, providing baseball instructions. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Nylife Securities LLCBroker
State Registrations43 states
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
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