Mark Payne is a registered investment advisor at Morgan Stanley, based in Roseville, CA, with 9 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1478 Stone Point Drive, Suite 500, Roseville, CA, 95661
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Regulatory History (1)
Customer Dispute
January 2022Other 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
Morgan StanleyBroker
State Registrations53 states
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
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