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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 $1,402,425,838,334 assets under management, offering retirement planning & investment advisory services to 2405783 clients. The firm is staffed with 29300 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149777
SEC#801-70103
Assets Managed by Firm$1,402,425,838,334
No. of Clients2405783
No. of Advisors29300

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based
  • Performance Based
  • Other (SEE SCHEDULE D MISCELLANEOUS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (ASSET ALLOCATION ADVICE)

Firm Client Information

No. of ClientsAUM
Firm Total2405783$1,402,425,838,334
Individuals (other than high net worth individuals)2325223$926,045,018,343
High net worth individuals27844$335,385,274,762
Pension and profit sharing plans9342$45,478,153,751
Charitable organizations36383$67,676,872,713
Corporations or other businesses1448$8,510,304,404

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GOLDMAN SACHS ASSET MANAGEMENT, L.P.
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BLACKROCK FINANCIAL MANAGEMENT, INC
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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$1,271,593,679,276291157834934
BLACKROCK ADVISORS, LLC
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New York, NY, 10001
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