Mark Payne is a registered investment advisor at Morgan Stanley, based in Roseville, CA, 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
1478 Stone Point Drive, Suite 500, Roseville, CA, 95661
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Regulatory History (1)
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Customer Dispute
January 2022Settled
Other Business Activities
Mark is an author of a book and has power of attorney. He also owns Payne Girls Properties LLC and Maverick Pathway Management LLC, both real estate related, spending minimal time on each.
Employment History
Current Registrations
Morgan Stanley
July 2017 - Present · 8 yrs 10 mos
Morgan StanleyBroker
June 2017 - Present · 8 yrs 11 mos
State Registrations52 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin 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.