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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Bethesda, MD

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

The short answer

76 registered advisors work at Morgan Stanley in Bethesda, out of 20,811 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 76 are also registered broker representatives.

Morgan Stanley advisors in Bethesda, 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 2,116Chicago, IL 590Purchase, NY 570San Francisco, CA 427Atlanta, GA 419Miami, FL 413Boston, MA 353Houston, TX 300Tampa, FL 297Alpharetta, GA 284Morristown, NJ 246Dallas, TX 225Washington, DC 213Garden City, NY 204Los Angeles, CA 199

Other firms in Bethesda

All Bethesda advisors →

Wells Fargo Advisors Financial Network, LLC 90Wells Fargo Clearing Services, LLC 51Chevy Chase Trust Company 41UBS Financial Services Inc. 35Ameriprise Financial Services, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 25Wealthspire Retirement Advisory 25Eagle Strategies LLC 19Strategic Advisers LLC 18Asb Capital Management LLC 17Xml Financial Group 16

Questions

How many financial advisors does Morgan Stanley have in Bethesda?

76 investment adviser representatives are registered at Morgan Stanley offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 3 list the CFP designation and 76 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Bethesda?

Morgan Stanley ranks number 2 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 90.

How do I check a Morgan Stanley advisor in Bethesda?

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.