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MORGAN STANLEY

2000 Westchester Avenue
Purchase, New York 10577-2530
Tel: 914-225-5510

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About MORGAN STANLEY

MORGAN STANLEY, formally registered with the SEC as MORGAN STANLEY. The firm was established in 05/11/2009. They have over 931 offices throughout the country.

MORGAN STANLEY is a Purchase, New York based Financial Planning firm with nearly $1,185,061,196,999 assets under management, offering retirement planning & investment advisory services to 2233188 clients. The firm is staffed with 28000 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149777
SEC# 801-70103
Assets Managed by Firm $1,185,061,196,999
No. of Clients 2233188
No. of Advisors 28000

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commision Based
  • Other(SEE SCHEDULE D MISCELLANEOUS)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total2233188$1,185,061,196,999
Individuals (other than high net worth individuals)2166124$786,144,798,473
High net worth individuals21639$258,447,163,238
Pension and profit sharing plans8342$45,178,153,751
Charitable organizations30383$67,653,872,713
Corporations or other businesses1448$8,510,304,463
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