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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Orchard Park, NY

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

The short answer

5 registered advisors work at Morgan Stanley in Orchard Park, out of 20,803 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Morgan Stanley advisors in Orchard Park, 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 Orchard Park

All Orchard Park advisors →

Silver Grove Advisory Services 14LPL Financial LLC 10LPL Enterprise, LLC 8Moldenhauer & Associates 7Osaic Wealth, Inc. 7Waterford Advisors, LLC 6Merit Financial Advisors 5Raymond James Financial Services Advisors, Inc. 5Commonwealth Financial Network 4Cambridge Investment Research Advisors, Inc. 3Farrell Financial 3Wny Asset Management, LLC 3

Questions

How many financial advisors does Morgan Stanley have in Orchard Park?

5 investment adviser representatives are registered at Morgan Stanley offices in Orchard Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Orchard Park?

Morgan Stanley ranks number 8 in Orchard Park by registered advisors; Silver Grove Advisory Services has the most, with 14.

How do I check a Morgan Stanley advisor in Orchard Park?

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.