BH
BH

Brett Herbison

11 Years of Experience
Oak Brook, IL
Broker

Brett Herbison is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, 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

2211 York Road, Suite 100, Oak Brook, IL, 60523

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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

Brett is a board member and officer of Bluster Enterprises, a family holding company in Elgin, Illinois, since August 2023. This activity is administrative and does not occur during business hours.

Employment History
Current Registrations
Morgan Stanley
November 2014 - Present · 11 yrs 8 mos
Morgan StanleyBroker
November 2014 - Present · 11 yrs 8 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.