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Bruce Fischberg

45 Years of Experience
Short Hills, NJ
Broker

Bruce Fischberg is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 45 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

150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078

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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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Other Business Activities

Bruce serves as a trustee/co-trustee for a trust since January 2023. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
May 1999 - April 2007 · 7 yrs 11 mos
Prudential Securities IncorporatedBroker
August 1995 - May 1999 · 3 yrs 9 mos
Lehman Brothers INC.Broker
September 1984 - September 1995 · 11 yrs
Laidlaw Adams & Peck INCBroker
December 1983 - September 1984 · 9 mos
Oppenheimer & CO., INC.Broker
December 1980 - July 1982 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1979 - January 1981 · 1 yr 4 mos
State Registrations33 states
ALAZCACOCTDEFLGAIAIDILKSKYMAMDMOMTNCNHNJNVNYOHOKORPASCTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bruce Fischberg - Financial Advisor | TrueAdvisor