BB
BB

Bryan Bourre

5 Years of Experience
Miami, FL
Broker

Bryan Bourre is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 5 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
Loading...

Location

200 S. Biscayne Blvd., Miami, FL, 33131

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Btg Pactual Asset Management US , LLC
March 2024 - September 2024 · 6 mos
Btg Pactual US Capital, LLCBroker
April 2023 - September 2024 · 1 yr 5 mos
Citigroup Global Markets INC.
May 2021 - March 2022 · 10 mos
Citigroup Global Markets INC.Broker
January 2021 - March 2022 · 1 yr 2 mos
Morgan Stanley
March 2020 - January 2021 · 10 mos
Morgan StanleyBroker
February 2020 - January 2021 · 11 mos
Citigroup Global Markets INC.Broker
July 2019 - January 2020 · 6 mos
State Registrations11 states
CADEFLMANCNYPASCSDTXVA
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.
Bryan Bourre - Financial Advisor | TrueAdvisor