AK
CFP
AK
CFP

Andrew Knox

11 Years of Experience
Oklahoma City, OK
Broker

Andrew Knox is a CFP-designated registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, 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

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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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.

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Other Business Activities

Andrew is a partner in a real estate venture in Oklahoma City since 2019, spending minimal time on property management. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 2017 - July 2023 · 5 yrs 8 mos
UBS Financial Services INC.Broker
November 2017 - July 2023 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - November 2017 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - November 2017 · 3 yrs 4 mos
State Registrations34 states
ARAZCACODEFLGAIAIDILINKSKYLAMAMIMNMOMSNCNENMNVNYOHOKORSCSDTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.