Morgan Stanley

Morgan Stanley (CRD# 149777) is a financial advisory firm headquartered in Purchase, NY. They manage $1,402,425,838,334 in 2,405,783 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,402,426
    MILLION
  • Total Number of Accounts
    2,405,783
    ACCOUNTS
  • Average Account Value
    $582,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • 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 171 - 180 of 4,310 top financial advisors.
171
Michael R. Burt
CRD#: 6080825
15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA 91403

Michael Burt (CRD# 6080825) is an Investment Advisor Representative working at Morgan Stanley in Sherman Oaks, CA and has over 11 years of experience in the finance industry.

172
Jay P. Buxbaum
CRD#: 1562159
4000 Carillon Point, Kirkland, WA 98033

Jay Buxbaum (CRD# 1562159) is an Investment Advisor Representative working at Morgan Stanley in Kirkland, WA and has over 37 years of experience in the finance industry.

173
Laura M. Byars
CRD#: 4987067
5 Concourse Parkway, Suite 2000, Atlanta, GA 30328

Laura Byars (CRD# 4987067) is an Investment Advisor Representative working at Morgan Stanley in Atlanta, GA and has over 17 years of experience in the finance industry.

174
Brandon M. Cable
CRD#: 3054620
1 Edison Drive, Alpharetta, GA 30005

Brandon Cable (CRD# 3054620) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 13 years of experience in the finance industry.

175
Cheryl A. Caggiano
CRD#: 4613808
Carolina Shores, NC

Cheryl Caggiano (CRD# 4613808) is an Investment Advisor Representative working at Morgan Stanley in Carolina Shores, NC and has over 21 years of experience in the finance industry.

176
Kimberly M. Caggiano
CRD#: 2939477
One Financial Plaza, Providence, RI 02903

Kimberly Caggiano (CRD# 2939477) is an Investment Advisor Representative working at Morgan Stanley in Providence, RI and has over 26 years of experience in the finance industry.

177
Benjamin Cahn
CRD#: 5917986
1200 Franklin Avenue, Garden City, NY 11530

Benjamin Cahn (CRD# 5917986) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 11 years of experience in the finance industry.

178
Kevin B. Cahoon
CRD#: 702977
601 Union Street, Two Union Square, Suite 5200, Seattle, WA 98101

Kevin Cahoon (CRD# 702977) is an Investment Advisor Representative working at Morgan Stanley in Seattle, WA and has over 44 years of experience in the finance industry.

179
Scott M. Cain
CRD#: 4862231
4350 La Jolla Village Drive, Suite 1000, San Diego, CA 92122

Scott Cain (CRD# 4862231) is an Investment Advisor Representative working at Morgan Stanley in San Diego, CA and has over 19 years of experience in the finance industry.

180
Shelley R. Cairns
CRD#: 2972901
1333 North California Boulevard, Suite 133, Walnut Creek, CA 94596

Shelley Cairns (CRD# 2972901) is an Investment Advisor Representative working at Morgan Stanley in Walnut Creek, CA and has over 17 years of experience in the finance industry.

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