AE
AE

Andrew Emerson

2 Years of Experience
Grand Rapids, MI
Broker

Andrew Emerson is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 2 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Andrew uses Wintrust Investments as a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.

Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLCBroker
March 2025 - January 2026 · 10 mos
LPL Financial LLC
March 2025 - January 2026 · 10 mos
Osaic Institutions, INC.
July 2024 - March 2025 · 8 mos
Osaic Institutions, INC.Broker
February 2024 - March 2025 · 1 yr 1 mo
State Registrations40 states
AKALAZCACOCTDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMTNCNENHNJNVNYOHORPARITNTXUTVAWAWIWV
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.
Andrew Emerson - Financial Advisor | TrueAdvisor