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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Boulder, CO

Every SEC-registered investment adviser representative at a Morgan Stanley office in Boulder, A to Z.

18 registered advisors work at Morgan Stanley in Boulder, out of 22,085 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 18 are also registered broker representatives.

Morgan Stanley advisors in Boulder, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in every city and state →Morgan Stanley: assets, clients and custodians →Morgan Stanley news and advisor moves →Morgan Stanley payout grid vs. other firms →Advisor Moves: who changed firms this week →

Morgan Stanley advisors in other cities

New York, NY 2,203Chicago, IL 619Purchase, NY 589Atlanta, GA 449San Francisco, CA 448Miami, FL 437Boston, MA 368Houston, TX 320Tampa, FL 308Alpharetta, GA 302Morristown, NJ 258Dallas, TX 239Washington, DC 219Garden City, NY 210Los Angeles, CA 208

Other firms in Boulder

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Wells Fargo Clearing Services, LLC 47Merrill Lynch, Pierce, Fenner & Smith Incorporated 40LPL Financial LLC 29UBS Financial Services Inc. 17Bsw Wealth Partners 15Wells Fargo Advisors Financial Network, LLC 15Raymond James & Associates, Inc. 14Pathstone 12J.P. Morgan Securities LLC 11Charles Schwab & Co., Inc. 10Ameriprise Financial Services, LLC 9Robert W. Baird & Co. Incorporated 9

Questions

How many financial advisors does Morgan Stanley have in Boulder?

18 investment adviser representatives are registered at Morgan Stanley offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 2 list the CFP designation and 18 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Boulder?

Morgan Stanley ranks number 4 in Boulder by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.

How do I check a Morgan Stanley advisor in Boulder?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Morgan Stanley office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.