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 $1,185,061,196,999 assets under management, offering retirement planning & investment advisory services to 2233188 clients. The firm is staffed with 28000 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 149777 |
SEC# | 801-70103 |
Assets Managed by Firm | $1,185,061,196,999 |
No. of Clients | 2233188 |
No. of Advisors | 28000 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2233188 | $1,185,061,196,999 |
Individuals (other than high net worth individuals) | 2166124 | $786,144,798,473 |
High net worth individuals | 21639 | $258,447,163,238 |
Pension and profit sharing plans | 8342 | $45,178,153,751 |
Charitable organizations | 30383 | $67,653,872,713 |
Corporations or other businesses | 1448 | $8,510,304,463 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,163,046,943,604 | 2220 | 6491 | |
$1,093,689,238,206 | 2864234 | 36687 |
Explore More Retirement Advisors in Purchase, New York