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Spencer Horowitz is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
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Regulatory History (1)
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Customer Dispute
August 2021Denied
Other Business Activities
Spencer works as an independent contractor teaching golf for Atlanta Golf & Social. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
December 2018 - Present · 7 yrs 5 mos
Morgan StanleyBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
E*trade Securities LLCBroker
March 2018 - October 2018 · 7 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAILINKSLAMAMDMEMIMSMTNCNHNJNMNVNYOHOKORPARISCTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.