RP
RP

Roy Parsons

12 Years of Experience
Louisville, KY
Broker

Roy Parsons is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 12 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

Get directions

History

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 →
Other Business Activities

Roy is a member of Setzer Properties Win, LLC, a real estate investment company, since 2012. He is also a member of Setzer & Parsons, LLC, involved with thoroughbreds, since 1996.

Employment History
Current Registrations
Morgan Stanley
December 2013 - Present · 12 yrs 5 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 6 mos
State Registrations42 states
ALARAZCACODCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
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.