Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Holmdel, NJ
Every SEC-registered investment adviser representative at a Morgan Stanley office in Holmdel, A to Z.
3 registered advisors work at Morgan Stanley in Holmdel, out of 22,085 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Morgan Stanley advisors in Holmdel, A to Z
Every Morgan Stanley advisor →- Anthony N. CodispotiAlso a broker rep
- David B. GlicksteinChartered Financial Analyst · Also a broker rep
- Joshua J. SimpsonAlso 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 Holmdel
All Holmdel advisors →LPL Enterprise, LLC 42Park Avenue Securities LLC 17A.G.P. / Alliance Global Partners 15LPL Financial LLC 13Empire Financial Management Company, LLC 7Osaic Wealth, Inc. 5Ameriprise Financial Services, LLC 4Fortis Group Advisors LLC 3Unique Financial Advisors LLC 3
Questions
How many financial advisors does Morgan Stanley have in Holmdel?
3 investment adviser representatives are registered at Morgan Stanley offices in Holmdel, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Holmdel?
Morgan Stanley ranks number 9 in Holmdel by registered advisors; LPL Enterprise, LLC has the most, with 42.
How do I check a Morgan Stanley advisor in Holmdel?
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.