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Morgan Stanley financial advisors in Portland, ME
Every SEC-registered investment adviser representative at a Morgan Stanley office in Portland, A to Z.
The short answer
39 registered advisors work at Morgan Stanley in Portland, out of 20,803 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 39 are also registered broker representatives.
Morgan Stanley advisors in Portland, A to Z
Every Morgan Stanley advisor →- Gary R. BergeronAlso a broker rep
- Jeremiah S. Burns Jr.Also a broker rep
- Geoffrey P. ButtsAlso a broker rep
- Frederick M. CaswellAlso a broker rep
- Catherine ClealeAlso a broker rep
- Theresa A. CoburnAlso a broker rep
- Christopher R. CopelandAlso a broker rep
- Jay M. CrossAlso a broker rep
- Julia P. CurranAlso a broker rep
- Todd H. DoolanAlso a broker rep
- Iain C. EldredgeAlso a broker rep
- Robert K. EmpleAlso a broker rep
- Griffin J. GribbelAlso a broker rep
- Deanna L. HarnettAlso a broker rep
- Matthew A. HomichAlso a broker rep
- Tanner HowardAlso a broker rep
- Eric A. KolbenAlso a broker rep
- Steven M. KoskinenAlso a broker rep
- Mark R. LeightonAlso a broker rep
- Heather A. LevasseurAlso a broker rep
- Mark L. MaddenAlso a broker rep
- Lily A. MarcuAlso a broker rep
- Steven J. MarsanskisAlso a broker rep
- Tricia A. MaschkeAlso a broker rep
- Brian P. MavorAlso a broker rep
- Michael C. MeloCertified Financial Planner · Also a broker rep
- Kristoffer A. NobleAlso a broker rep
- James M. OlsonAlso a broker rep
- Stephen R. RoopAlso a broker rep
- Kris A. RosadoCertified Financial Planner · Also a broker rep
- Richard J. Rosu-MylesAlso a broker rep
- Cameron P. ShoreyAlso a broker rep
- Nicholas ShuteAlso a broker rep
- William P. SmithAlso a broker rep
- Alisa R. SprowlAlso a broker rep
- Jane A. StevensAlso a broker rep
- Lauren K. StoneAlso a broker rep
- Tammy L. WestonCertified Financial Planner · Also a broker rep
- Eric J. WorthenAlso a broker rep
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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 Portland
All Portland advisors →UBS Financial Services Inc. 32Strategic Advisers LLC 28Ameriprise Financial Services, LLC 22R M Davis Inc. 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16RBC Capital Markets, LLC 16Corient 13Raymond James & Associates, Inc. 13Td Private Client Wealth LLC 11Old Port Advisors 10Portland Global Advisors LLC 10Raymond James Financial Services Advisors, Inc. 10
Questions
How many financial advisors does Morgan Stanley have in Portland?
39 investment adviser representatives are registered at Morgan Stanley offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 39 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Portland?
Morgan Stanley ranks number 1 in Portland by registered advisors, ahead of UBS Financial Services Inc. (32).
How do I check a Morgan Stanley advisor in Portland?
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.