Evelyn Akey, financial advisor Columbus OH

Evelyn Akey

CRD Number: 6272511
Current Firm: Morgan Stanley

Evelyn Akey (CRD# 6272511) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Columbus, OH Nov 2013 - Current 7
Estate Information Services Columbus, OH Jul 2012 - Nov 2013 1
Act1 Staffing Columbus, OH Sep 2011 - Jul 2012 < 1
Societe Generale Bank Accra, Mar 2004 - Sep 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Evelyn Akey
Phone Number: 914-225-5510
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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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