Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Westerville, OH
Every SEC-registered investment adviser representative at a Morgan Stanley office in Westerville, A to Z.
4 registered advisors work at Morgan Stanley in Westerville, out of 22,085 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Morgan Stanley advisors in Westerville, A to Z
Every Morgan Stanley advisor →- Daniel J. Boelter IIAlso a broker rep
- Jonathan D. BroffordAlso a broker rep
- Jonathon O. CooleyAlso a broker rep
- Tanner F. WilliamsAlso 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 2,203Chicago, 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 Westerville
All Westerville advisors →LPL Financial LLC 19Edward Jones 10Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Shaffer Capital 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3Bankers Life Advisory Services, Inc. 3
Questions
How many financial advisors does Morgan Stanley have in Westerville?
4 investment adviser representatives are registered at Morgan Stanley offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Westerville?
Morgan Stanley ranks number 6 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.
How do I check a Morgan Stanley advisor in Westerville?
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.