2000 Westchester Avenue
Purchase, New York 10577-2530
Tel: 914-225-5510
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 149777 |
SEC# | 801-70103 |
Assets Managed by Firm | $1,402,425,838,334 |
No. of Clients | 2405783 |
No. of Advisors | 29300 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2405783 | $1,402,425,838,334 |
Individuals (other than high net worth individuals) | 2325223 | $926,045,018,343 |
High net worth individuals | 27844 | $335,385,274,762 |
Pension and profit sharing plans | 9342 | $45,478,153,751 |
Charitable organizations | 36383 | $67,676,872,713 |
Corporations or other businesses | 1448 | $8,510,304,404 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 | |
$869,677,370,186 | 306 | 221 |
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