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Marquis Bloomingdale

6 Years of Experience
Dublin, OH
Broker

Marquis Bloomingdale is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 6 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

545 Metro Place South, Suite 300, Dublin, OH, 43017

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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

Marquis works as a server at Sunny Street Cafe, a restaurant, since 2008. This takes about 10-20% of his time and does not occur during securities trading hours.

Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.