BC
BC

Brande Coleman

9 Years of Experience
Alexandria, VA
Broker

Brande Coleman is a registered investment advisor at Morgan Stanley, based in Alexandria, VA, 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

333 John Carlyle Street, Suite 650, Alexandria, VA, 22314

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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

Brande is the sole proprietor/owner of Nicco LLC, a retail/online store, dedicating a few hours per week after business hours. Brande is also an employee at Elite Formation Studio of Dance, a recreation business, dedicating a few hours per week after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
December 2022 - Present · 3 yrs 5 mos
Morgan Stanley
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2022 - December 2022 · 11 mos
Charles Schwab & CO., INC.Broker
January 2022 - December 2022 · 11 mos
TD Ameritrade Investment Management, LLC
July 2019 - December 2022 · 3 yrs 5 mos
TD Ameritrade, INC.Broker
July 2019 - December 2022 · 3 yrs 5 mos
TD Ameritrade, INC.
July 2019 - October 2022 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - July 2019 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - July 2019 · 2 yrs 9 mos
Edward Jones
April 2016 - August 2016 · 4 mos
Edward JonesBroker
February 2016 - August 2016 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.