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Gordon Sinkoff is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 46 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
101 West Broadway, Suite 1800, San Diego, CA, 92101
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Regulatory History (4)
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Customer Dispute
March 2010Settled
Customer Dispute
November 2006Settled
Customer Dispute
December 1999Denied
Customer Dispute
April 1994Settled
Other Business Activities
Gordon is involved with a trust since March 2021, spending minimal time on it after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
February 1983 - June 2009 · 26 yrs 4 mos
California Municipal Investors, INC.Broker
March 1980 - August 1983 · 3 yrs 5 mos
State Registrations35 states
AKARAZCACOCTDCFLGAHIIDILINLAMAMDMIMNMTNCNJNMNVNYOHORPASCTNTXUTVAWAWIWY
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.