IU
IU

Ian Urry

4 Years of Experience
Sandy, UT
Broker

Ian Urry is a registered investment advisor at Morgan Stanley, based in Sandy, UT, 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

200 West Civic Center Drive, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ian is involved in talent acquisition and consulting through Great Basin Staffing LLC since November 2023. This requires about a quarter of his time during business hours and a few hours per week after business hours for fundraising.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
E*trade Securities LLCBroker
September 2021 - September 2023 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.