Julie Flieder, financial advisor San Francisco CA
93 score

Julie Flieder

CRD Number: 1375774
Current Firm: Morgan Stanley

Julie Flieder (CRD# 1375774) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley San Francisco, CA Jan 2017 - Current 1
Morgan Stanley San Francisco, CA Jul 2013 - Jan 2017 3
Girard Securities, Inc. San Diego, CA Apr 2012 - Jun 2013 1
United Capital Financial Advisers, LLC San Francisco, CA Apr 2012 - Jun 2013 1
Oppenheimer & Companyinc. San Francisco, CA Nov 2003 - Apr 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Julie D. Flieder
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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 investment companies (as well as "business development companies")
  • 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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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