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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Boston, MA

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

347 registered advisors work at Morgan Stanley in Boston, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 6 list the CFP designation and 347 are also registered broker representatives.

Morgan Stanley advisors in Boston, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in other cities

New York, NY 2,203Chicago, IL 619Purchase, NY 589Atlanta, GA 449San Francisco, CA 448Miami, FL 437Houston, TX 320Tampa, FL 308Alpharetta, GA 302Morristown, NJ 258Dallas, TX 239Washington, DC 219Garden City, NY 210Los Angeles, CA 208Boca Raton, FL 207

Other firms in Boston

All Boston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53Captrust 52

Questions

How many financial advisors does Morgan Stanley have in Boston?

347 investment adviser representatives are registered at Morgan Stanley offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 6 list the CFP designation and 347 are also registered as broker representatives.

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

Morgan Stanley ranks number 1 in Boston by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (324).

How do I check a Morgan Stanley advisor in Boston?

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.