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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Ocala, FL

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

The short answer

3 registered advisors work at Morgan Stanley in Ocala, out of 20,811 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Morgan Stanley advisors in Ocala, 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 2,116Chicago, IL 590Purchase, NY 570San Francisco, CA 427Atlanta, GA 419Miami, FL 413Boston, MA 353Houston, TX 300Tampa, FL 297Alpharetta, GA 284Morristown, NJ 246Dallas, TX 225Washington, DC 213Garden City, NY 204Los Angeles, CA 199

Other firms in Ocala

All Ocala advisors →

Truist Advisory Services, Inc. 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14LPL Financial LLC 13Raymond James & Associates, Inc. 12Pfs Investments Inc. 10Raymond James Financial Services Advisors, Inc. 10Edward Jones 8Wells Fargo Clearing Services, LLC 8Ameriprise Financial Services, LLC 6Canopy 360 Wealth, LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 6

Questions

How many financial advisors does Morgan Stanley have in Ocala?

3 investment adviser representatives are registered at Morgan Stanley offices in Ocala, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Morgan Stanley ranks number 18 in Ocala by registered advisors; Truist Advisory Services, Inc. has the most, with 16.

How do I check a Morgan Stanley advisor in Ocala?

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.