FC
FC
Frank Chisholm is a registered investment advisor at Morgan Stanley, based in Savannah, GA, 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
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Location
7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406
Get directionsHistory
Regulatory History (1)
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Criminal
May 2014Final Disposition
Other Business Activities
Frank is an officer of Warsaw Pines Timber Company, a recreational property in Savannah, Georgia, since 1998. He spends minimal time on this investment-related activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs 7 mos
Morgan StanleyBroker
January 2021 - Present · 5 yrs 8 mos
State Registrations18 states
ALARAZFLGAINMDMINCNMNYOHORPASCTXVAWA
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.