Whitney Gravelle, financial advisor Farmington Hills MI

Whitney Gravelle

CRD Number: 4959368
Current Firm: Morgan Stanley

Whitney Gravelle (CRD# 4959368) is an Investment Advisor Representative working at Morgan Stanley in Farmington Hills, MI and has 1 year of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Morgan Stanley Farmington Hills, MI Aug 2018 - Current 2
Dynamic Metals Group Clinton Township, MI Feb 2017 - Jul 2018 1
Great Lakes Woodworking Detroit, MI Sep 2015 - Feb 2017 1
Farnell Equipment Company Troy, MI Oct 2013 - Sep 2015 1
Ventcon, Inc. Allen Park, MI Jul 2012 - Oct 2013 1
Edward Rose & Sons Farmington Hills, MI Mar 2009 - Aug 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Whitney D. Gravelle
Phone Number: 914-225-5510
Registered State(s):
  • MI
  • TX
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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