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 61 - 70 of 4,310 top financial advisors.
61
Mark Baliel
CRD#: 4838986
200 West Civic Center Drive, Sandy, UT 84070

Mark Baliel (CRD# 4838986) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 19 years of experience in the finance industry.

62
Mark D. Ballestero
CRD#: 2208616
340 Mount Kemble Avenue, Morristown, NJ 07960

Mark Ballestero (CRD# 2208616) is an Investment Advisor Representative working at Morgan Stanley in Morristown, NJ and has over 32 years of experience in the finance industry.

63
Matthew J. Baltera
CRD#: 6693191
111 Monument Circle, Suite 3100, Indianapolis, IN 46204

Matthew Baltera (CRD# 6693191) is an Investment Advisor Representative working at Morgan Stanley in Indianapolis, IN and has over 7 years of experience in the finance industry.

64
Inga Baneviciene
CRD#: 6276548
112 Worcester Street, Wellesley, MA 02481

Inga Baneviciene (CRD# 6276548) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 9 years of experience in the finance industry.

65
Moshe R. Banin
CRD#: 2439464
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL 33180

Moshe Banin (CRD# 2439464) is an Investment Advisor Representative working at Morgan Stanley in Aventura, FL and has over 30 years of experience in the finance industry.

66
Frank L. Banks
CRD#: 4271292
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

Frank Banks (CRD# 4271292) is an Investment Advisor Representative working at Morgan Stanley in Bloomfield Hills, MI and has over 23 years of experience in the finance industry.

67
Peter C. Barcia
CRD#: 6125851
101 Park Avenue, 24th Floor, New York, NY 10178

Peter Barcia (CRD# 6125851) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 2 years of experience in the finance industry.

68
Loriann Barone
CRD#: 1809384
Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ 07311

Loriann Barone (CRD# 1809384) is an Investment Advisor Representative working at Morgan Stanley in Jersey City, NJ and has over 34 years of experience in the finance industry.

69
Scott A. Barr
CRD#: 1313596
250 S. Park Avenue, Suite 500, Winter Park, FL 32789

Scott Barr (CRD# 1313596) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 18 years of experience in the finance industry.

70
John D. Barranco
CRD#: 2580000
7515 Halcyon Summit Drive, Montgomery, AL 36117

John Barranco (CRD# 2580000) is an Investment Advisor Representative working at Morgan Stanley in Montgomery, AL and has over 29 years of experience in the finance industry.

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