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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Toledo, OH

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

31 registered advisors work at Morgan Stanley in Toledo, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 31 are also registered broker representatives.

Morgan Stanley advisors in Toledo, 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 Toledo

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LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Edward Jones 17Ameritas Advisory Services, LLC 15Osaic Wealth, Inc. 15Wells Fargo Clearing Services, LLC 12Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8Fifth Third Securities, Inc. 6

Questions

How many financial advisors does Morgan Stanley have in Toledo?

31 investment adviser representatives are registered at Morgan Stanley offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 2 list the CFP designation and 31 are also registered as broker representatives.

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

Morgan Stanley ranks number 1 in Toledo by registered advisors, ahead of LPL Financial LLC (27).

How do I check a Morgan Stanley advisor in Toledo?

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.