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Mark Jason Feiler

Morgan Stanley

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About Mark Jason Feiler

Mark Feiler is an investment advisor representative with Morgan Stanley and has been in the financial industry since November 1995. Mark is a registered representative in Michigan and Texas. Mark holds multiple licenses and certifications including the Series 3, 7, 9, 10, 63, and 65 exams. Mark has worked for several firms throughout their career including Ameriprise Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc. The individual is currently employed by Morgan Stanley. Mark has experience providing financial planning, portfolio management for businesses and individuals, and asset allocation advice.

Firm Information

Mark Feiler is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Mark Feiler’s Registration & Firm History

MI

05/30/2019 - Present

Morgan Stanley (Bloomfield Hills MI)

MI

02/06/2013 - 05/02/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Bloomfield Hills MI)

AZ

06/01/2009 - 02/25/2013

MORGAN STANLEY (SCOTTSDALE AZ)

FL

04/15/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CORAL GABLES FL)

MI

02/05/2008 - 04/21/2008

UBS FINANCIAL SERVICES INC. (TROY MI)

FL

11/13/1998 - 02/11/2008

CITIGROUP GLOBAL MARKETS INC. (CORAL GABLES FL)

NJ

11/08/1995 - 12/02/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 12/07/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/31/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2009

Series 3 - National Commodity Futures Examination

BC

Issued 11/07/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Mark Jason Feiler. Review regulatory record here.
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