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Spencer Stark

8 Years of Experience
Eugene, OR
Broker

Spencer Stark is a registered investment advisor at Morgan Stanley, based in Eugene, OR, 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

975 Oak Street Suite 300, Eugene, OR, 97401

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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

Spencer is the president of a networking group called BNI in Portland, OR, since October 2019. This takes a few hours per week during business hours.

Employment History
Current Registrations
Morgan Stanley
April 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
February 2018 - Present · 8 yrs 3 mos
State Registrations28 states
AKARAZCACOFLGAHIIDILMIMNMOMTNCNENJNMNVNYORPASCTXUTVAWAWI
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.
Spencer Stark - Financial Advisor | TrueAdvisor