Berit Thompson is a registered investment advisor at Morgan Stanley, based in Spokane, WA, with 50 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
717 West Sprague Avenue, Suite 500, Spokane, WA, 99201
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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 →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.
August 1991 - June 2009 · 17 yrs 10 mos
Lehman Brothers INC.Broker
June 1987 - July 1993 · 6 yrs 1 mo
Foster & Marshall INC.Broker
April 1983 - June 1987 · 4 yrs 2 mos
Murphey Favre, INC.Broker
November 1975 - April 1983 · 7 yrs 5 mos
State Registrations21 states
AKALAZCACOCTFLGAIDILMDMIMNMTNJNVNYORTXUTWA
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.