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 61 - 70 of 19,664 top financial advisors.
61
Gretchen E. Adams
CRD#: 4501034
Garden City, NY 11530

Gretchen Adams (CRD# 4501034) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 16 years of experience in the finance industry.

62
James A. Adams
CRD#: 2998148
Alpharetta, GA 30009

James Adams (CRD# 2998148) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 18 years of experience in the finance industry.

63
Jason L. Adams
CRD#: 4762665
Shreveport, LA 71101

Jason Adams (CRD# 4762665) is an Investment Advisor Representative working at Morgan Stanley in Shreveport, LA and has over 15 years of experience in the finance industry.

64
Leslie A. Adams
CRD#: 835275
West Palm Beach, FL 33401

Leslie Adams (CRD# 835275) is an Investment Advisor Representative working at Morgan Stanley in West Palm Beach, FL and has over 38 years of experience in the finance industry.

65
Mark L. Adams
CRD#: 1601245
Southlake, TX 76092

Mark Adams (CRD# 1601245) is an Investment Advisor Representative working at Morgan Stanley in Southlake, TX and has over 32 years of experience in the finance industry.

66
Matthew A. Adams
CRD#: 5322351
Oxnard, CA 93036

Matthew Adams (CRD# 5322351) is an Investment Advisor Representative working at Morgan Stanley in Oxnard, CA and has over 11 years of experience in the finance industry.

67
Val D. Adams
CRD#: 1894247
San Antonio, TX 78212

Val Adams (CRD# 1894247) is an Investment Advisor Representative working at Morgan Stanley in San Antonio, TX and has over 30 years of experience in the finance industry.

68
Vicki L. Adams
CRD#: 6374402
Tucson, AZ 85718

Vicki Adams (CRD# 6374402) is an Investment Advisor Representative working at Morgan Stanley in Tucson, AZ and has over 4 years of experience in the finance industry.

69
William E. Adams
CRD#: 1162109
Minneapolis, MN 55402

William Adams (CRD# 1162109) is an Investment Advisor Representative working at Morgan Stanley in Minneapolis, MN and has over 36 years of experience in the finance industry.

70
William B. Adams
CRD#: 5584373
Nashville, TN 37203

William Adams (CRD# 5584373) is an Investment Advisor Representative working at Morgan Stanley in Nashville, TN and has over 9 years of experience in the finance industry.

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