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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Williamsville, NY

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

The short answer

28 registered advisors work at Morgan Stanley in Williamsville, out of 20,803 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 28 are also registered broker representatives.

Morgan Stanley advisors in Williamsville, A to Z

Every Morgan Stanley advisor →

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 Williamsville

All Williamsville advisors →

Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13Cetera Investment Advisers LLC 8

Questions

How many financial advisors does Morgan Stanley have in Williamsville?

28 investment adviser representatives are registered at Morgan Stanley offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 4 list the CFP designation and 28 are also registered as broker representatives.

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

Morgan Stanley ranks number 4 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.

How do I check a Morgan Stanley advisor in Williamsville?

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.