Morgan Stanley (CRD# 149777) is a financial advisory firm headquartered in Purchase, NY. They manage $598,502,712,925 in 1,610,240 accounts and serve the financial needs of clients across 51 states (or territories).
Total Assets Under Management598,503MILLION
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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 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
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
Justin Blews (CRD# 4223891) is an Investment Advisor Representative working at Wells Fargo in Ft. Lauderdale, FL and has over 9 years of experience in the finance industry. NMLS# 1272731
As a Senior Financial Advisor with Wells Fargo Advisors, Justin Blews has been a passionate advocate and practitioner of financial planning since 2004. After earning a Bachelor of Science degree in Finance from the University of Central Florida in 2003, Justin moved back to South Florida to start his career in Investments and Financial Planning. Justin continued his passion for business and financial knowledge by receiving the CERTIFIED FINANCIAL PLANNER™ designation in 2016. He has also has the Chartered Retirement Planning CounselorSM distinction from the College for Financial Planning in 2008 as well as another distinction as a Certified Special Needs Advisor while practicing at another firm in 2008.
Though he joined Wells Fargo Advisors in October of 2016, Justin moved here to provide a more comprehensive practice that focuses on the development of each client’s individual financial and investment plan with a focus on wealth accumulation, asset preservation and investment portfolio management. He is committed to being a strategic investment resource for clients and non-clients alike.
Believing that a balanced life is the essence of happiness, he willingly and eagerly serves as an active member or board member to several civic and benevolent organizations in Broward County, Florida. Justin and his wife, Nikki, live in Davie, Florida with their two sons, Boston and Lincoln, who Justin believes will someday prove to be his best long-term investments.
John Ringgenberg has been a Business, Estate, and Financial Advisor since 1990, providing sophisticated financial analysis for individuals, businesses, and non-profit organizations. His primary focus is Comprehensive Wealth Management (including asset management, estate conservation, business succession, tax efficiency, contingency planning and charitable giving). His team works closely with the client (and their advisors) to address that all possible planning alternatives have been explored.
John is a graduate of the University of California with a degree in Economics, is a graduate of the University of San Francisco with an MBA degree in Finance, has been awarded the Certificate in Personal Financial Planning from the University of California, has earned the Chartered Life Underwriter (CLU) designation and the Chartered Financial Consultant (ChFC) designation from The American College, has been awarded the Certified Financial Planner™ (CFPâ) designation from the CFP Board of Standards.
Mr. Ringgenberg is a published author and lecturer, and has been active in many social, professional, and industry groups, including The Bay Area Council, The Bayview/Hunters Point Center for Arts & Technology, The Olympic Club Foundation, USF Business Advisory Council, Bay Area Council/Boy Scouts of America, The CFA Society of San Francisco, The Rotary Club of San Francisco, The Los Angeles Music Center, The Dubnoff Center for Child Development, The Professionals Network Group (PNG), The Business Forum, and The Olympic Club.
Prior to joining Morgan Stanley, Mr. Ringgenberg was employed by Credit Suisse Private Banking, Mellon Private Wealth Management, amd Bank of America’s Private Bank. His experience, education, and licensing enables him to serve as a valuable resource to the client's financial team by designing sophisticated wealth management strategies to suit their particular needs.
As a Brigham Young University - Idaho Alum, Brady graduated with a degree in Business Management with an emphasis in Finance and Economics. While at BYU-Idaho he served as the University Student Body President and received the prestigious Newel K. Whitney Scholar award. Following his lifelong passion for knowledge, Brady completed all the requirements to become a Certified Financial Planner™ practitioner; which included a rigorous 7-hour board approved examination on Ethics, Tax, Insurance, Investments, Employee Benefits, and Estate Planning. In addition to completing his CFP®, Brady earned his industry recognized Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning demonstrating his proficiency in the management of corporate retirement plans. Brady currently holds his Series 7 and 66 licenses’ along with the Life and Health Insurance License.
After working for JPMorgan Private Wealth Management and UBS Financial Services, Brady was recruited to join Morgan Stanley in their Cottonwood office in Holladay, UT. After working as a sole practitioner within Morgan Stanley, Brady joined the Collins Group in 2015 to further assist the complex needs of his clients.
Brady and his wife Kiera reside in Draper, UT with their two sons Oliver and Miles. They are actively involved in their Church and community. Brady is an avid soccer player, snowboarder, boater, golfer, fisher, and hiker. He enjoys spending time with his family anywhere in the outdoors.
John Agnew, CFP®, CDFA®, CRPC®.
John Agnew is a CERTIFIED FINANCIAL PLANNER™, as well as CERTIFIED DIVORCE FINANCIAL ANALYST™.
John Agnew (CRD# 6383962) is an Investment Advisor Representative working at Morgan Stanley Wealth Management in Pasadena, CA. He specializes in comprehensive financial planning as a fee-based advisor. He also manages investment portfolios, advises on qualified retirement plans and other aspects of financial management.
John is 2019 President of the Financial Planning Association of Los Angeles (FPA-LA).
His practice focuses on retirement income planning for retirees, business owners, executives...
Jeffrey Ardantz is a Financial Advisor at Morgan Stanley in Rancho Santa Fe, CA and has over 14 years of experience in the finance industry.
As a Financial Advisor, I focus on helping a select group of successful families and small business owners to become, and stay, financially organized. This allows us to help: prudently safeguard & grow wealth, prepare for life events, manage risk, structure legacy plans, and enable philanthropic desires.
William Bellerose (CRD# 5798068) is an Investment Advisor Representative working at Morgan Stanley in Boston, MA and has over 3 years of experience in the finance industry.
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William Bellerose is a Financial Advisor at Morgan Stanley. William advises clients on wealth management and investment strategies. William leverages the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and propose financial plans to help meet stated objectives with reasonable volatility. He currently holds the FINRA Series 7 and 66 licenses and is Life, Variable Life, and Variable Annuity licensed.
William began working at Morgan Stanley in Boston in 2012. William graduated from the College of the Holy Cross in Worcester, Ma with a B.A. in Economics. He currently resides in Boston’s North End. William enjoys working with charities, following professional and college sports, and spending time with his friends and family.
College of the Holy Cross, Bachelor of Arts (B.A.), Economics
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Series 31 - Managed Futures & Commodities
Life, Variable Life & Variable Annuity Licensed
Anna Maria Fosteras (CRD# 6126456) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has over 6 years of experience in the finance industry.