PR
PR

Parker Rutland

7 Years of Experience
Huntsville, AL
Broker

Parker Rutland is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, 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
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Location

305 Church Street, Huntsville, AL, 35801

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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.

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Other Business Activities

Parker serves as a Power of Attorney (POA) since April 2021. This activity is investment-related and requires minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2019 - January 2020 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2019 - January 2020 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - March 2018 · 5 mos
State Registrations19 states
ALAZCACODCFLGAILKSKYLAMSNCNENYORTNTXWA
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.