Randolph WiseCRD Number: 1311056
Current Firm: Morgan Stanley
Randolph Wise (CRD# 1311056) is an Investment Advisor Representative working at Morgan Stanley in Virginia Beach, VA and has over 33 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney||Virginia Beach, VA||Jun 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Virginia Beach, VA||Apr 2007 - Current||10|
|Morgan Stanley Dw Inc.||Virginia Beach, VA||Aug 1984 - Apr 2007||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1991|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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