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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Winter Park, FL

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

51 registered advisors work at Morgan Stanley in Winter Park, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 51 are also registered broker representatives.

Morgan Stanley advisors in Winter Park, 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 Park

All Winter Park advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8Advus Financial Partners, LLC 7

Questions

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

51 investment adviser representatives are registered at Morgan Stanley offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 2 list the CFP designation and 51 are also registered as broker representatives.

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

Morgan Stanley ranks number 1 in Winter Park by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (46).

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

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.