Evangeline Greer is a registered investment advisor at Morgan Stanley, based in Franklin, TN, with 8 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
2000 Meridian Boulevard, Suite 290, Franklin, TN, 37067
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2024 - Present · 2 yrs 2 mos
Morgan StanleyBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
March 2023 - March 2024 · 1 yr
Cetera Investment Advisers LLC
February 2022 - February 2023 · 1 yr
Cetera Investment Services LLCBroker
May 2018 - February 2023 · 4 yrs 9 mos
Farmers Financial Solutions, LLCBroker
June 2016 - February 2017 · 8 mos
State Registrations28 states
ARAZCACOCTFLGAIAILINKYMAMEMIMNMONDNENJNVNYORPASDTNTXWAWI
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.