Ronald Oleet is a registered investment advisor at Morgan Stanley, based in New York, NY, with 48 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
June 2009Denied
Other Business Activities
Ronald serves as an executor for an estate in Greenwich, Connecticut, dedicating minimal time outside of business hours. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2013 · 4 yrs 6 mos
Citigroup Global Markets INC.
February 1994 - June 2009 · 15 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1987 - July 1993 · 5 yrs 9 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1984 - October 1987 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1980 - February 1984 · 3 yrs 2 mos
Shearson Loeb Rhoades INC.Broker
April 1978 - November 1980 · 2 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
September 1977 - May 1978 · 8 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.