Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in State College, PA
Every SEC-registered investment adviser representative at a Morgan Stanley office in State College, A to Z.
The short answer
9 registered advisors work at Morgan Stanley in State College, out of 20,803 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.
Morgan Stanley advisors in State College, A to Z
Every Morgan Stanley advisor →- Kirk G. Aguer Sr.Also a broker rep
- Patricia O. AguerAlso a broker rep
- Amy S. DaltonAlso a broker rep
- Brodie M. DaltonAlso a broker rep
- Stephen P. DaltonAlso a broker rep
- Thomas M. HallCertified Financial Planner · Also a broker rep
- Christopher B. JonesAlso a broker rep
- W R. Waldeisen IIIAlso a broker rep
- Edward E. WashellAlso 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 2,084Purchase, 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 State College
All State College advisors →MML Investors Services, LLC 25Vicus Capital, Inc. 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Abundance Wealth Counselors, LLC 12Cambridge Investment Research Advisors, Inc. 7Mariner 7McClarren Financial Advisors 6Tiaa-Cref Individual & Institutional Services, LLC 6Osaic Wealth, Inc. 5J. W. Cole Advisors, Inc. 4Pfs Investments Inc. 4Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does Morgan Stanley have in State College?
9 investment adviser representatives are registered at Morgan Stanley offices in State College, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in State College?
Morgan Stanley ranks number 5 in State College by registered advisors; MML Investors Services, LLC has the most, with 25.
How do I check a Morgan Stanley advisor in State College?
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.