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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Winter Haven, FL

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

5 registered advisors work at Morgan Stanley in Winter Haven, out of 22,085 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Morgan Stanley advisors in Winter Haven, 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 2,203Chicago, 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 Winter Haven

All Winter Haven advisors →

LPL Financial LLC 19Edward Jones 10UBS Financial Services Inc. 6Pfs Investments Inc. 5State Farm Investment Management Corp. 4Ingram Advisory Services, LLC 3

Questions

How many financial advisors does Morgan Stanley have in Winter Haven?

5 investment adviser representatives are registered at Morgan Stanley offices in Winter Haven, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Winter Haven?

Morgan Stanley ranks number 3 in Winter Haven by registered advisors; LPL Financial LLC has the most, with 19.

How do I check a Morgan Stanley advisor in Winter Haven?

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.