Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Port Jefferson, NY

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

The short answer

8 registered advisors work at Morgan Stanley in Port Jefferson, out of 20,811 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Morgan Stanley advisors in Port Jefferson, 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 2,116Chicago, 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 Port Jefferson

All Port Jefferson advisors →

Kestra Advisory Services, LLC 14Wells Fargo Clearing Services, LLC 14Citigroup Global Markets Inc. 8LPL Financial LLC 4Cetera Investment Advisers LLC 3Edward Jones 3St. James Investment Advisors, LLC 3

Questions

How many financial advisors does Morgan Stanley have in Port Jefferson?

8 investment adviser representatives are registered at Morgan Stanley offices in Port Jefferson, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Port Jefferson?

Morgan Stanley ranks number 4 in Port Jefferson by registered advisors; Kestra Advisory Services, LLC has the most, with 14.

How do I check a Morgan Stanley advisor in Port Jefferson?

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.