Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Rochester, MN
Every SEC-registered investment adviser representative at a Morgan Stanley office in Rochester, A to Z.
The short answer
7 registered advisors work at Morgan Stanley in Rochester, out of 20,811 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.
Morgan Stanley advisors in Rochester, A to Z
Every Morgan Stanley advisor →- Makenzie DahlstromAlso a broker rep
- Jana L. HolstAlso a broker rep
- Pravin KumarAlso a broker rep
- Catherine V. OlsonAlso a broker rep
- David A. OlsonAlso a broker rep
- Morgan G. SledgeAlso a broker rep
- Matthew B. WinkleAlso 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 2,116Chicago, 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 Rochester
All Rochester advisors →Ameriprise Financial Services, LLC 29Edward Jones 25Osaic Wealth, Inc. 18LPL Financial LLC 15Stifel, Nicolaus & Company, Incorporated 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13RBC Capital Markets, LLC 12Thrivent Investment Management Inc. 10Pfs Investments Inc. 7Cetera Investment Advisers LLC 6Commonwealth Financial Network 5Fortress Financial Group, LLC 5
Questions
How many financial advisors does Morgan Stanley have in Rochester?
7 investment adviser representatives are registered at Morgan Stanley offices in Rochester, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Rochester?
Morgan Stanley ranks number 9 in Rochester by registered advisors; Ameriprise Financial Services, LLC has the most, with 29.
How do I check a Morgan Stanley advisor in Rochester?
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.