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Trey Cook is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, 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
1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266
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Regulatory History (1)
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Regulatory
July 2018Final
Other 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
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
Nylife Securities LLCBroker
July 2014 - April 2016 · 1 yr 9 mos
State Registrations43 states
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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.