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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Montana

Every SEC-registered investment adviser representative at a Morgan Stanley office in Montana, by city and A to Z.

The short answer

19 registered advisors work at Morgan Stanley in Montana, out of 20,803 nationwide; it's the firm's number 48 state by advisors, and the most are in Billings (13). 2 list the CFP designation and 19 are also registered broker representatives.

Morgan Stanley advisors by city in Montana

Every firm in Montana →

Billings 13Bozeman 5Bigfork 1

Morgan Stanley advisors in Montana, A to Z

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Morgan Stanley in other states

New York 3,455California 3,078Florida 2,263Illinois 1,046New Jersey 956Texas 930Georgia 844Massachusetts 684Pennsylvania 589Ohio 564Maryland 505Arizona 454Michigan 429Washington 395Connecticut 359Utah 346North Carolina 314Virginia 259Colorado 257Alabama 240District of Columbia 211Minnesota 200Louisiana 186Wisconsin 183Missouri 180Tennessee 159Oregon 144Indiana 131South Carolina 127Oklahoma 120Nevada 111Kentucky 109Hawaii 95Iowa 86Vermont 85Kansas 82Rhode Island 81New Hampshire 78Delaware 61New Mexico 60Nebraska 59Maine 48Idaho 45West Virginia 45Arkansas 40Mississippi 23South Dakota 23North Dakota 17Alaska 15Wyoming 11

Questions

How many Morgan Stanley financial advisors are in Montana?

19 investment adviser representatives are registered at Morgan Stanley offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 at the firm nationwide. 2 list the CFP designation and 19 are also registered as broker representatives.

Where in Montana does Morgan Stanley have the most advisors?

Billings, with 13, then Bozeman (5). Morgan Stanley has advisors in 3 cities in Montana.

How do I check a Morgan Stanley advisor in Montana?

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.