Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Saratoga Springs, NY
Every SEC-registered investment adviser representative at a Morgan Stanley office in Saratoga Springs, A to Z.
The short answer
23 registered advisors work at Morgan Stanley in Saratoga Springs, out of 20,811 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 23 are also registered broker representatives.
Morgan Stanley advisors in Saratoga Springs, A to Z
Every Morgan Stanley advisor →- Stephen P. AgugliaAlso a broker rep
- Joseph K. BradyAlso a broker rep
- Martha K. CordoAlso a broker rep
- David L. CummingCertified Financial Planner · Also a broker rep
- Regan M. DelanceyAlso a broker rep
- Nicholas J. DemartinoAlso a broker rep
- Gail H. DistefanoAlso a broker rep
- Nicholas V. ForkeutisAlso a broker rep
- Marissa M. GarzaAlso a broker rep
- Lorraine A. LaczkoAlso a broker rep
- John M. LamarcoAlso a broker rep
- Daniel D. MoerschellAlso a broker rep
- John C. MooreAlso a broker rep
- H M. OkbyAlso a broker rep
- John A. Pettica Jr.Also a broker rep
- Ashley PierreAlso a broker rep
- Mark S. PierreAlso a broker rep
- Wayne StevensAlso a broker rep
- Rhonda L. ViapianoAlso a broker rep
- Matthew S. WaskiewiczAlso a broker rep
- James T. Whalen III IIIAlso a broker rep
- Richard A. WhiteAlso a broker rep
- Richard F. WhiteAlso 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 Saratoga Springs
All Saratoga Springs advisors →Rockefeller Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Goldman Sachs Wealth Services, L.P. 18Shade Tree Advisors LLC 18Rockefeller Capital Management 12LPL Financial LLC 10Quartz Partners Investment Management 10Cerity Partners LLC 7King Wealth Management Group, LLC 7Wells Fargo Clearing Services, LLC 7Commonwealth Financial Network 6Lifegoal Investments, LLC 6
Questions
How many financial advisors does Morgan Stanley have in Saratoga Springs?
23 investment adviser representatives are registered at Morgan Stanley offices in Saratoga Springs, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 1 list the CFP designation and 23 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Saratoga Springs?
Morgan Stanley ranks number 1 in Saratoga Springs by registered advisors, ahead of Rockefeller Financial LLC (22).
How do I check a Morgan Stanley advisor in Saratoga Springs?
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.