AS
AS

Andrew Stash

10 Years of Experience
Amelia Island, FL
Broker

Andrew Stash is a registered investment advisor at Morgan Stanley, based in Amelia Island, 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.

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

9900 Amelia Island Parkway, Amelia Island, FL, 32034

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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

Andrew is the President of BNI Strategic Connections, a professional networking group, since February 2023. He spends a few hours per week running and organizing weekly meetings.

Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2015 - January 2022 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2015 - January 2022 · 6 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.