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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Wellesley, MA

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

130 registered advisors work at Morgan Stanley in Wellesley, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 5 list the CFP designation and 130 are also registered broker representatives.

Morgan Stanley advisors in Wellesley, 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 437Boston, MA 368Houston, TX 320Tampa, FL 308Alpharetta, GA 302Morristown, NJ 258Dallas, TX 239Washington, DC 219Garden City, NY 210Los Angeles, CA 208

Other firms in Wellesley

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Equitable Advisors, LLC 65UBS Financial Services Inc. 26Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 14New England Private Wealth Advisors, LLC 10Empirical Asset Management, LLC 8LPL Financial LLC 8Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7J.P. Morgan Securities LLC 5Peak Financial Management Inc. 5

Questions

How many financial advisors does Morgan Stanley have in Wellesley?

130 investment adviser representatives are registered at Morgan Stanley offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 5 list the CFP designation and 130 are also registered as broker representatives.

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

Morgan Stanley ranks number 1 in Wellesley by registered advisors, ahead of Equitable Advisors, LLC (65).

How do I check a Morgan Stanley advisor in Wellesley?

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.