WF
WF

Whitley Fedt

6 Years of Experience
Grand Forks, ND
Broker

Whitley Fedt is a registered investment advisor at Morgan Stanley, based in Grand Forks, ND, with 6 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

3105 South Washington, Grand Forks, ND, 58201

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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

Whitley is a partner in CKWF LLC, a restaurant/bar/nightclub in Angus, Minnesota, since April 2023. He spends minimal time on labor/service, customer service, check signing/funds disbursements, business development/growth, accounting/bookkeeping, and administrative tasks.

Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.