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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in The Villages, FL

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

The short answer

10 registered advisors work at Morgan Stanley in The Villages, out of 20,803 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 10 are also registered broker representatives.

Morgan Stanley advisors in The Villages, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in other cities

New York, NY 2,084Purchase, NY 560Chicago, IL 557San Francisco, CA 418Miami, FL 414Atlanta, GA 411Boston, MA 347Houston, TX 304Tampa, FL 296Alpharetta, GA 283Morristown, NJ 243Dallas, TX 226Washington, DC 211Garden City, NY 202Los Angeles, CA 194

Other firms in The Villages

All The Villages advisors →

LPL Financial LLC 18Raymond James & Associates, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Wells Fargo Clearing Services, LLC 13Edward Jones 11Strategic Advisers LLC 11J.P. Morgan Securities LLC 7Wells Fargo Advisors Financial Network, LLC 7Blackston Financial Advisory Group, LLC 6Charles Schwab & Co., Inc. 6Brookstone Wealth Advisors, LLC 3Cambridge Investment Research Advisors, Inc. 3

Questions

How many financial advisors does Morgan Stanley have in The Villages?

10 investment adviser representatives are registered at Morgan Stanley offices in The Villages, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in The Villages?

Morgan Stanley ranks number 7 in The Villages by registered advisors; LPL Financial LLC has the most, with 18.

How do I check a Morgan Stanley advisor in The Villages?

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.