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).
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Total Assets Under Management1,402,426MILLION
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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
Joseph Alerhand (CRD# 2734481) is an Investment Advisor Representative working at Morgan Stanley in Jersey City, NJ and has over 27 years of experience in the finance industry.
Kelly Alexander (CRD# 1946016) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 34 years of experience in the finance industry.
Alix Alexis (CRD# 6365154) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has over 9 years of experience in the finance industry.
Leila Aleyaseen (CRD# 4596598) is an Investment Advisor Representative working at Morgan Stanley in Troy, MI and has over 12 years of experience in the finance industry.
William Allison (CRD# 1574236) is an Investment Advisor Representative working at Morgan Stanley in Kihei, HI and has over 37 years of experience in the finance industry.
Stacey Alviani (CRD# 1600761) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 18 years of experience in the finance industry.
Kayla Amason (CRD# 6752333) is an Investment Advisor Representative working at Morgan Stanley in Fort Worth, TX and has over 6 years of experience in the finance industry.
David Ambartsumian (CRD# 6766630) is an Investment Advisor Representative working at Morgan Stanley in Philadelphia, PA and has over 6 years of experience in the finance industry.
Candice Amorim-Frischling (CRD# 6170659) is an Investment Advisor Representative working at Morgan Stanley in Miami, FL and has over 10 years of experience in the finance industry.
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.