Morgan Stanley Investment Management Inc.

Morgan Stanley Investment Management Inc. (CRD# 110353) is a financial advisory firm headquartered in New York, NY. They manage $272,306,534,765 in 10,825 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    272,307
    MILLION
  • Total Number of Accounts
    10,825
    ACCOUNTS
  • Average Account Value
    $25,155,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Morgan Stanley Investment Management Inc.
Showing 1 - 10 of 31 top financial advisors.
1
Herbert J. Heilmann
CRD#: 4376065
522 Fifth Avenue, New York, NY 10036
96
Wealthminder
score

Herbert Heilmann (CRD# 4376065) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 11 years of experience in the finance industry. Herbert Heilmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dana L. Bartley
CRD#: 4870457
522 Fifth Avenue, New York, NY 10036
93
Wealthminder
score

Dana Bartley (CRD# 4870457) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 11 years of experience in the finance industry.

3
Gianni A. Cavalieri
CRD#: 5790362
522 Fifth Avenue, New York, NY 10036
93
Wealthminder
score

Gianni Cavalieri (CRD# 5790362) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 5 years of experience in the finance industry.

4
Robert F. Curran
CRD#: 5095454
555 California Street, San Francisco, CA 94104
93
Wealthminder
score

Robert Curran (CRD# 5095454) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in San Francisco, CA and has over 9 years of experience in the finance industry.

5
Leslie A. Delany
CRD#: 5326025
440 South Lasalle Street, 37th Floor, Chicago, IL 60605
93
Wealthminder
score

Leslie Delany (CRD# 5326025) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in Chicago, IL and has over 9 years of experience in the finance industry.

6
Matthew K. Estes
CRD#: 1661179
Little Rock, AR
93
Wealthminder
score

Matthew Estes (CRD# 1661179) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in Little Rock, AR and has over 29 years of experience in the finance industry.

7
Megan E. Finlay
CRD#: 5732691
440 South Lasalle Street, 37th Floor, Chicago, IL 60605
93
Wealthminder
score

Megan Finlay (CRD# 5732691) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in Chicago, IL and has over 6 years of experience in the finance industry.

8
Chad M. Harding
CRD#: 4705218
Broomfield, CO
93
Wealthminder
score

Chad Harding (CRD# 4705218) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in Broomfield, CO and has over 13 years of experience in the finance industry.

9
Shawn B. Holloway
CRD#: 5782517
522 Fifth Avenue, New York, NY 10036
93
Wealthminder
score

Shawn Holloway (CRD# 5782517) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 6 years of experience in the finance industry.

10
Steven T. Howard
CRD#: 3107376
522 Fifth Avenue, New York, NY 10036
93
Wealthminder
score

Steven Howard (CRD# 3107376) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 11 years of experience in the finance industry.

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