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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Poughkeepsie, NY

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

8 registered advisors work at Morgan Stanley in Poughkeepsie, out of 22,085 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Morgan Stanley advisors in Poughkeepsie, A to Z

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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 Poughkeepsie

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Merrill Lynch, Pierce, Fenner & Smith Incorporated 25LPL Financial LLC 15Ameriprise Financial Services, LLC 10Equitable Advisors, LLC 9Marshall + Sterling Wealth Advisors, Inc. 7Arax Advisory Partners 6B. Riley Wealth Advisors, Inc. 5Commonwealth Financial Network 4Osaic Institutions, Inc. 4Stifel, Nicolaus & Company, Incorporated 4D'Arcangelo Financial Advisors, LLC 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Morgan Stanley have in Poughkeepsie?

8 investment adviser representatives are registered at Morgan Stanley offices in Poughkeepsie, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Poughkeepsie?

Morgan Stanley ranks number 5 in Poughkeepsie by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 25.

How do I check a Morgan Stanley advisor in Poughkeepsie?

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.