BP
BP

Bruce Platt

16 Years of Experience
Birmingham, MI
Broker

Bruce Platt is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 16 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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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.

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Employment History
Previous Registrations
Morgan Stanley
June 2009 - March 2026 · 16 yrs 9 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Exams
No exam information available for this advisor.
Bruce Platt - Financial Advisor | TrueAdvisor