TrueAdvisor
TrueAdvisor
AB
AB

Andrew Beh

Morgan Stanley
10 Years of Experience
Jacksonville, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Andrew Beh is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Morgan Stanley
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
View Full SEC Brochure

Location

50 North Laura Street, Suite 2000, Jacksonville, FL, 32202

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew is a sole proprietor/owner of Rossmore Realty Corporation, Rossmore Investments LLC, and an officer of Rossmore Properties LLC, all real estate related. He also serves as an officer for Meninak Jacksonville, a civic/religious/community organization, and is a partial owner of Rockwood Steel.

Employment History
Current Registrations
Morgan Stanley
November 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 9 mos
State Registrations28 states
ALAZCACODEFLGAIAILINKYLAMAMIMNNCNHNJNYOHOKPARISCTNTXUTVA
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.
More financial advisors in Jacksonville, FL →All financial advisors in Florida →