JP
JP

John Probst

4 Years of Experience
Westport, CT
Broker

John Probst is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 4 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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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.

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Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 7 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
T3 Trading Group, LLCBroker
June 2021 - November 2021 · 5 mos
State Registrations42 states
AKALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Probst - Financial Advisor | TrueAdvisor