WB
WB

Warren Bray

7 Years of Experience
Alpharetta, GA
Broker

Warren Bray is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, 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

3 Edison Drive, Alpharetta, GA, 30005

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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

Warren owns multiple rental properties in Arizona and Georgia, dedicating minimal time to these ventures. Warren also serves as treasurer for IVYS HOA, attending meetings to report financials and vote on neighborhood changes.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
February 2022 - September 2023 · 1 yr 7 mos
E*trade Securities LLCBroker
February 2022 - September 2023 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
November 2021 - February 2022 · 3 mos
Wells Fargo Clearing Services, LLCBroker
October 2021 - February 2022 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - July 2021 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - July 2021 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.