Jill Drinkwater is a registered investment advisor at Morgan Stanley, based in Santa Fe, NM, with 49 years of industry experience. Jill 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
150 Washington Avenue, Suite 301, Santa Fe, NM, 87501
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Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Jill is a sole proprietor/owner of Goldrun Apartments, a rental property in Boulder, Colorado, since 2021, spending minimal time on it. She is also a partner in Cars and Cards, an automotive/transportation business in Santa Fe, New Mexico, since 2023, dedicating minimal time to administrative tasks.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations53 states
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
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