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).
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Total Assets Under Management1,185,061MILLION
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Total Number of Accounts2,233,188ACCOUNTS
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Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.