Morgan Stanley

Morgan Stanley (CRD# 149777) is a financial advisory firm headquartered in Purchase, NY. They manage $1,185,061,196,999 in 2,233,188 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLION
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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
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 101 - 110 of 4,279 top financial advisors.
101
James C. Berti
CRD#: 2532673
555 California Street, Pwm, San Francisco, CA 94104

James Berti (CRD# 2532673) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 11 years of experience in the finance industry.

102
Cristina E. Betancourt
CRD#: 6637114
2800 Post Oak Boulevard, Suite 3200, Houston, TX 77056

Cristina Betancourt (CRD# 6637114) is an Investment Advisor Representative working at Morgan Stanley in Houston, TX and has over 7 years of experience in the finance industry.

103
Bryan A. Betita
CRD#: 5640740
760 Sw 9th Ave, Suite 2100, Portland, OR 97205

Bryan Betita (CRD# 5640740) is an Investment Advisor Representative working at Morgan Stanley in Portland, OR and has over 15 years of experience in the finance industry.

104
Karen E. Betzag
CRD#: 2783322
1221 6th Avenue, 4th Floor, New York, NY 10020

Karen Betzag (CRD# 2783322) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 19 years of experience in the finance industry.

105
Derrick R. Bevan
CRD#: 4985050
200 West Civic Center Drive, Sandy, UT 84070

Derrick Bevan (CRD# 4985050) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 18 years of experience in the finance industry.

106
Christopher B. Bingham
CRD#: 5189183
200 West Civic Center Drive, Sandy, UT 84070

Christopher Bingham (CRD# 5189183) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 17 years of experience in the finance industry.

107
Tyler J. Bingham
CRD#: 6192023
200 West Civic Center Drive, Sandy, UT 84070

Tyler Bingham (CRD# 6192023) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 10 years of experience in the finance industry.

108
Jacob B. Bivens
CRD#: 5462155
1 Edison Drive, Alpharetta, GA 30005

Jacob Bivens (CRD# 5462155) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 14 years of experience in the finance industry.

109
Michael E. Blackburn
CRD#: 4141549
250 Fillmore Street, Suite 104, Denver, CO 80206

Michael Blackburn (CRD# 4141549) is an Investment Advisor Representative working at Morgan Stanley in Denver, CO and has over 18 years of experience in the finance industry.

110
Barry V. Blalock
CRD#: 5898656
4969 Us Highway 42, Suite 1200, Louisville, KY 40222

Barry Blalock (CRD# 5898656) is an Investment Advisor Representative working at Morgan Stanley in Louisville, KY and has over 12 years of experience in the finance industry.

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