Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Potomac, MD
Every SEC-registered investment adviser representative at a Morgan Stanley office in Potomac, A to Z.
40 registered advisors work at Morgan Stanley in Potomac, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 40 are also registered broker representatives.
Morgan Stanley advisors in Potomac, A to Z
Every Morgan Stanley advisor →- Olga V. AchapkinAlso a broker rep
- Suparna AgarwalAlso a broker rep
- William M. BarrettAlso a broker rep
- Brian J. BorishAlso a broker rep
- Ross P. CharkatzAlso a broker rep
- Leonard M. CohenAlso a broker rep
- Danny J. EmbreyChartered Financial Consultant · Also a broker rep
- Yehudah L. FeinAlso a broker rep
- Edlin FigueroaAlso a broker rep
- Barry S. GallunAlso a broker rep
- Jeffrey A. GarnerAlso a broker rep
- Douglas M. HallerAlso a broker rep
- Kenneth A. HechtAlso a broker rep
- Jennifer M. HeebinkAlso a broker rep
- John M. LasheskiAlso a broker rep
- Aidan H. LeightonAlso a broker rep
- Micheal S. LipshultzAlso a broker rep
- Ryan MainAlso a broker rep
- Leonard Mangiaracina Jr.Also a broker rep
- Edgar N. MaritaAlso a broker rep
- Scott A. MergnerAlso a broker rep
- Elisa MullisiAlso a broker rep
- Charles M. OlsonAlso a broker rep
- David J. OlsonAlso a broker rep
- Robert S. SchererAlso a broker rep
- Nicholas J. SerenyiAlso a broker rep
- John R. ShifterAlso a broker rep
- Maureen C. ShulerAlso a broker rep
- Sheryl J. SteinhartAlso a broker rep
- Gregory S. StuartAlso a broker rep
- Amanda M. ThomeAlso a broker rep
- Jean Adewale A. TompiheAlso a broker rep
- Nicolas C. UlvertAlso a broker rep
- Gregory T. UnderhillAlso a broker rep
- Victoria UnderhillAlso a broker rep
- Marci L. VanderhoevenAlso a broker rep
- Andrea B. ViceAlso a broker rep
- Chris J. WallaceAlso a broker rep
- Louis S. WilsonCertified Financial Planner · Also a broker rep
- Anthony WykesAlso a broker rep
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 Potomac
All Potomac advisors →Wealthspire Advisors 23Charles Schwab & Co., Inc. 9Pathstone 4Meritis Wealth Management, Inc. 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does Morgan Stanley have in Potomac?
40 investment adviser representatives are registered at Morgan Stanley offices in Potomac, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 1 list the CFP designation and 40 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Potomac?
Morgan Stanley ranks number 1 in Potomac by registered advisors, ahead of Wealthspire Advisors (23).
How do I check a Morgan Stanley advisor in Potomac?
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.