Osman Demir is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 5 years of industry experience. Osman 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
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
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Regulatory History (4)
Financial
August 2020Financial
March 2020Financial
January 2020Financial
December 2019Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations53 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.
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