Morgan Stanley

Morgan Stanley (CRD# 149777) is a financial advisory firm headquartered in Purchase, NY. They manage $729,249,310,930 in 1,815,592 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    729,249
    MILLION
  • Total Number of Accounts
    1,815,592
    ACCOUNTS
  • Average Account Value
    $401,659
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
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, 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

Financial Advisors at Morgan Stanley
Showing 31 - 40 of 19,668 top financial advisors.
31
David R. Abril - O'brien
CRD#: 4438555
San Francisco, CA 94104

David Abril - O'brien (CRD# 4438555) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 17 years of experience in the finance industry.

32
Ammar S. Abu-Lughod
CRD#: 2469404
Beverly Hills, CA 90212

Ammar Abu-Lughod (CRD# 2469404) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has over 25 years of experience in the finance industry.

33
Joseph L. Abuin
CRD#: 1811431
New York, NY 10119

Joseph Abuin (CRD# 1811431) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 30 years of experience in the finance industry.

34
Brian R. Acarregui
CRD#: 2326295
Seattle, WA 98101

Brian Acarregui (CRD# 2326295) is an Investment Advisor Representative working at Morgan Stanley in Seattle, WA and has over 25 years of experience in the finance industry.

35
Dorothea Accetta
CRD#: 4946185
Morristown, NJ 07960

Dorothea Accetta (CRD# 4946185) is an Investment Advisor Representative working at Morgan Stanley in Morristown, NJ and has over 11 years of experience in the finance industry.

36
Christopher P. Accinelli
CRD#: 4174197
Annapolis, MD 21403

Christopher Accinelli (CRD# 4174197) is an Investment Advisor Representative working at Morgan Stanley in Annapolis, MD and has over 19 years of experience in the finance industry.

37
Bernardo E. Acebal
CRD#: 2406369
Miami, FL 33131

Bernardo Acebal (CRD# 2406369) is an Investment Advisor Representative working at Morgan Stanley in Miami, FL and has over 25 years of experience in the finance industry.

38
Armando Acevedo
CRD#: 5518679
San Antonio, TX 78205

Armando Acevedo (CRD# 5518679) is an Investment Advisor Representative working at Morgan Stanley in San Antonio, TX and has over 10 years of experience in the finance industry.

39
Silvia Acherman
CRD#: 5053645
Houston, TX 77056

Silvia Acherman (CRD# 5053645) is an Investment Advisor Representative working at Morgan Stanley in Houston, TX and has over 5 years of experience in the finance industry.

40
Roger D. Achtermann
CRD#: 1599865
Alexandria, VA 22314

Roger Achtermann (CRD# 1599865) is an Investment Advisor Representative working at Morgan Stanley in Alexandria, VA and has over 32 years of experience in the finance industry.

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