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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Boca Raton, FL

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

193 registered advisors work at Morgan Stanley in Boca Raton, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 10 list the CFP designation and 193 are also registered broker representatives.

Morgan Stanley advisors in Boca Raton, A to Z

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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 Boca Raton

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Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34UBS Financial Services Inc. 34

Questions

How many financial advisors does Morgan Stanley have in Boca Raton?

193 investment adviser representatives are registered at Morgan Stanley offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 10 list the CFP designation and 193 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Boca Raton?

Morgan Stanley ranks number 1 in Boca Raton by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (112).

How do I check a Morgan Stanley advisor in Boca Raton?

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.