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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Wisconsin

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

The short answer

183 registered advisors work at Morgan Stanley in Wisconsin, out of 20,803 nationwide; it's the firm's number 24 state by advisors, and the most are in Waukesha (46). 6 list the CFP designation and 183 are also registered broker representatives.

Morgan Stanley advisors by city in Wisconsin

Every firm in Wisconsin →

Waukesha 46Milwaukee 37Green Bay 35Middleton 30Mequon 16Minocqua 6Sheboygan 6Appleton 4Boulder Junction 1Platteville 1Wausau 1

Morgan Stanley advisors in Wisconsin, 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 186Missouri 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 23Montana 19North Dakota 17Alaska 15Wyoming 11

Questions

How many Morgan Stanley financial advisors are in Wisconsin?

183 investment adviser representatives are registered at Morgan Stanley offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 at the firm nationwide. 6 list the CFP designation and 183 are also registered as broker representatives.

Where in Wisconsin does Morgan Stanley have the most advisors?

Waukesha, with 46, then Milwaukee (37). Morgan Stanley has advisors in 11 cities in Wisconsin.

How do I check a Morgan Stanley advisor in Wisconsin?

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.