CW
CW

Cian Ward

2 Years of Experience
Beverly Hills, CA
1 DisclosureBroker

Cian Ward is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 2 years of industry experience. Cian 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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History

Regulatory History (1)
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Criminal
May 2020
Final Disposition
Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs 5 mos
Morgan StanleyBroker
March 2024 - Present · 2 yrs 7 mos
State Registrations23 states
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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.
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