Louis Wilson is a CFP-designated registered investment advisor at Morgan Stanley, based in Potomac, MD, with 7 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
Get directionsHistory
Regulatory History
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 StanleyBroker
Morgan Stanley
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Fa, INC.Broker
Osaic Fa, INC.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations40 states
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
More Advisors
- Chris WallaceMorgan Stanley
- Anthony WykesMorgan Stanley
- Nicolas UlvertMorgan Stanley
- Gregory StuartMorgan Stanley
- Leonard CohenMorgan Stanley
- Danny Embrey, ChFCMorgan Stanley