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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Oregon

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

144 registered advisors work at Morgan Stanley in Oregon, out of 20,803 nationwide; it's the firm's number 27 state by advisors, and the most are in Lake Oswego (38). 1 list the CFP designation and 144 are also registered broker representatives.

Morgan Stanley advisors by city in Oregon

Every firm in Oregon →

Lake Oswego 38Portland 33Eugene 21Medford 19Bend 16Coos Bay 7Salem 7Happy Valley 1Hood River 1Tualatin 1

Morgan Stanley advisors in Oregon, A to Z

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Morgan Stanley advisors in every state →Morgan Stanley: assets, clients and custodians →Morgan Stanley news and advisor moves →Advisor Moves: who changed firms this week →

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 159Indiana 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 23Montana 19North Dakota 17Alaska 15Wyoming 11

Questions

How many Morgan Stanley financial advisors are in Oregon?

144 investment adviser representatives are registered at Morgan Stanley offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 at the firm nationwide. 1 list the CFP designation and 144 are also registered as broker representatives.

Where in Oregon does Morgan Stanley have the most advisors?

Lake Oswego, with 38, then Portland (33). Morgan Stanley has advisors in 10 cities in Oregon.

How do I check a Morgan Stanley advisor in Oregon?

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.