Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Punta Gorda, FL
Every SEC-registered investment adviser representative at a Morgan Stanley office in Punta Gorda, A to Z.
6 registered advisors work at Morgan Stanley in Punta Gorda, out of 22,085 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
Morgan Stanley advisors in Punta Gorda, A to Z
Every Morgan Stanley advisor →- Kerri L. DuffeyAlso a broker rep
- Francis S. LeontitsisAlso a broker rep
- Eric C. LocheAlso a broker rep
- Monica I. LunaAlso a broker rep
- Shanna L. MateAlso a broker rep
- Pablo E. RocaAlso a broker rep
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 2,203Chicago, 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 Punta Gorda
All Punta Gorda advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Edward Jones 10Osaic Wealth, Inc. 7Wells Fargo Clearing Services, LLC 5Cetera Investment Advisers LLC 4LPL Financial LLC 4Hightower Advisors, LLC 3Wells Fargo Advisors Financial Network, LLC 3
Questions
How many financial advisors does Morgan Stanley have in Punta Gorda?
6 investment adviser representatives are registered at Morgan Stanley offices in Punta Gorda, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Punta Gorda?
Morgan Stanley ranks number 4 in Punta Gorda by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.
How do I check a Morgan Stanley advisor in Punta Gorda?
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.