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Ann Nash

8 Years of Experience
Oklahoma City, OK
Broker

Ann Nash is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, 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

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ann is a sole proprietor/owner involved in agriculture in Wynnewood, Oklahoma, since January 2020. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 6 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - March 2023 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2018 - March 2023 · 5 yrs 1 mo
State Registrations40 states
ALARAZCACODCFLGAIDILINKSLAMDMEMIMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRSCSDTXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.