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Montrell Moore
3 Years of Experience
Fort Lauderdale, FL
3 DisclosuresBroker
Montrell Moore is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 3 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (3)
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Financial
May 2019Final
Financial
October 2018Final
Financial
March 2017Final
Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 6 mos
Morgan StanleyBroker
November 2025 - Present · 6 mos
Previous Registrations
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Wells Fargo Advisors, LLCBroker
March 2016 - November 2016 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.