Brandon Potter, financial advisor Great Neck NY
77 score

Brandon Potter

CRD Number: 6279793
Current Firm: Morgan Stanley

Brandon Potter (CRD# 6279793) is an Investment Advisor Representative working at Morgan Stanley in Great Neck, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Great Neck, NY Dec 2013 - Current 3
Raymour And Flanigan Johnson City, NY Feb 2011 - Nov 2013 2
Olums Vestal, NY Jul 2009 - Feb 2011 1
Staples Vestal, NY Mar 2009 - Jul 2009 < 1
Circuit City Vestal, NY Aug 2007 - Mar 2009 1
Kohl's Vestal, NY Jun 2006 - Aug 2007 1
Video King Owego, NY Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brandon Potter
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
77

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