AW
AW

Aubrey Wilson

11 Years of Experience
Florence, AL
Broker

Aubrey Wilson is a registered investment advisor at Morgan Stanley, based in Florence, AL, 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

201 South Court Street, 4th Floor, Florence, AL, 35630

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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

Aubrey serves on the Florence Industrial Development Board and The Congregational Endowment Fund of First United Methodist Church of Florence. These roles involve advisory board responsibilities and take minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 6 yrs
Morgan StanleyBroker
September 2020 - Present · 6 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - September 2020 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - September 2020 · 6 yrs 2 mos
State Registrations16 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.