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Denise Simpson

11 Years of Experience
Wellesley, MA
Broker

Denise Simpson is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, 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

112 Worcester Street, Wellesley, MA, 02481

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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

Denise owns a six-family apartment building in East Boston, MA, since March 2012, which is handled by a property manager. She spends minimal time on administrative tasks related to the rental property.

Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs 5 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Morgan Stanley
April 2014 - December 2020 · 6 yrs 8 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAILMAMDMEMIMONCNHNJNMNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.