Virginia Wasser
Virginia Wasser is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 47 years of industry experience. Virginia 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1998Other Business Activities
Virginia is the secretary for the Patch Reef Homeowners Association. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations44 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
More Advisors
- Thomas KazazesMorgan Stanley
- David HyamsMorgan Stanley
- Michael Barron, CFPMorgan Stanley
- Diana Shuman, CFPMorgan Stanley
- Frank SeminaraMorgan Stanley
- Blair CiklinMorgan Stanley