BC
BC

Brian Chaszar

7 Years of Experience
New York, NY
Broker

Brian Chaszar is a registered investment advisor at Morgan Stanley, based in New York, NY, with 7 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
Loading...

Location

One Penn Plaza, 43rd Floor, New York, NY, 10119

Get directions

History

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 →
Other Business Activities

Brian is involved with the Judy Black Memorial Park and Gardens as part of the finance committee, dedicating minimal time outside of business hours. He also serves on the finance committee for the Citizens' Committee for Children of New York, spending minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
May 2020 - Present · 6 yrs
Previous Registrations
Alps Distributors, INC.Broker
November 2017 - March 2019 · 1 yr 4 mos
State Registrations32 states
AZCACOCTDCDEFLGAILINKSLAMAMDMEMINCNHNJNVNYOHORPARITXUTVAVTWAWIWV
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.
Brian Chaszar - Financial Advisor | TrueAdvisor