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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Traverse City, MI

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

The short answer

6 registered advisors work at Morgan Stanley in Traverse City, out of 20,803 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Morgan Stanley advisors in Traverse City, 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 2,084Purchase, 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 Traverse City

All Traverse City advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 17LPL Financial LLC 15Wells Fargo Clearing Services, LLC 13Raymond James & Associates, Inc. 11Ameriprise Financial Services, LLC 9Edward Jones 9Robert W. Baird & Co. Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Centennial Wealth Advisory, LLC 8Old Mission Investment Company, LLC 8J.P. Morgan Securities LLC 7State Farm Investment Management Corp. 6

Questions

How many financial advisors does Morgan Stanley have in Traverse City?

6 investment adviser representatives are registered at Morgan Stanley offices in Traverse City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Traverse City?

Morgan Stanley ranks number 12 in Traverse City by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.

How do I check a Morgan Stanley advisor in Traverse City?

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.