BS
BS

Brett Specker

5 Years of Experience
Denver, CO
Broker

Brett Specker is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 5 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

250 Fillmore Street, Suite 104, Denver, CO, 80206

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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

Brett owns real estate property in Northglenn, Colorado since May 2024. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Apw Capital, INC.Broker
December 2020 - June 2021 · 6 mos
Kerberrose Wealth Management, LLC
November 2020 - June 2021 · 7 mos
LPL Financial LLC
January 2020 - November 2020 · 10 mos
LPL Financial LLCBroker
November 2019 - November 2020 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin 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.
Brett Specker - Financial Advisor | TrueAdvisor