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Overview

Services

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Funds

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Firm Client types

Qualifications

Experience

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Employer Years Dates
Morgan Stanley Private Bank, National Association 2 years, 5 months Jan 2015 - Present
Morgan Stanley Smith Barney 6 years Jun 2011 - Present
Janney Montgomery Scott Inc. 12 years, 8 months Oct 1998 - Jun 2011
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Harvey Reid Mutterperl?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 15, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Morgan Stanley Smith Barney LLC

Last updated on June 16, 2017
    • $598.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $371.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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