Brian Snyder is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, 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
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023Denied
Other Business Activities
Brian is a partner at Happy Tree Farms, Inc., an agriculture business in Greensboro, NC, since 2015. He dedicates minimal time to this investment-related activity after business hours.
Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
State Registrations45 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWY
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.