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Summer Excell

9 Years of Experience
Salt Lake City, UT
Broker

Summer Excell is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 9 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

60 East South Temple, 20th Floor, Salt Lake City, UT, 84111

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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

Summer owns Summer Beauty LLC, providing makeup services, and Neverland Aerial Arts & Fitness LLC, offering education and other services. Summer dedicates minimal time to the makeup business and about a quarter of her time to the fitness business.

Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Summer Excell - Financial Advisor | TrueAdvisor