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Morgan Stanley

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Assets Under Management

$1650.0B

Number of Clients

2,539,760

Number of Advisors

22133

Average Client AUM

$650K

AUM per Advisor

$74.6M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Morgan Stanley Wealth Management (MSWM) provides Private Wealth Management Consulting Services (PW MCS) to ultra-high-net-worth clients. MSWM acts as a non-discretionary investment adviser, offering customized performance reports and asset allocation recommendations based on client objectives and risk tolerance. Clients are responsible for implementing any advice, and MSWM acts as a broker when implementing asset allocation advice unless explicitly engaged as an investment adviser in writing.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
Location

2000 Westchester Avenue, Purchase, NY, 10577-2530

22133 Advisors at this firm

Amy Alexandra Wood
AW
Amy Alexandra Wood
AP
Aakash P Patel
AB
Aaliyah N Buckner
AS
Aaron a Smith
AS
Aaron Benjamin Stein
AF
Aaron Christopher Fraser
AW
Aaron Christopher Webb
AS
CFP
Aaron David Silberman
AS
Aaron D Scissors
AE
Aaron Edelman
AH
Aaron E. Hall
AF
Aaron G Forrester
AG
Aaron Gregory Getz
AT
Aaron H Terjanian
AG
Aaron James Good
AS
Aaron James Sousa
AS
Aaron James Stanford
AS
Aaron Jason Sotak
AH
Aaron J Hannigan
AF
Aaron Joel Fiero
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