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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent M Crouch is an Investment Advisor Representative at Morgan Stanley with over 14 years of experience in the industry. Brent M Crouch has a proven track record of success in the financial services industry, working with individuals, families, and institutions. Brent M Crouch is committed to providing personalized financial advice and investment strategies to help clients reach their financial goals. Brent M Crouch holds Series 7, 9, 31, and 66 licenses. Brent M Crouch is also a registered investment advisor in 39 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
07/11/2011 - Present
Morgan Stanley (Boston MA)
MA
07/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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