Overview

I am the Junior partner on a team here in the Alexandria, VA Morgan Stanley offices. There are four of us, two advisors and two sales associates. Total trailing 12 gross is roughly $2.25M, and we are looking to grow the practice. Right now I am mainly focused on fee based business but am doing around 20% transactional for the time being.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...