Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Southlake, TX
Every SEC-registered investment adviser representative at a Morgan Stanley office in Southlake, A to Z.
14 registered advisors work at Morgan Stanley in Southlake, out of 20,803 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 14 are also registered broker representatives.
Morgan Stanley advisors in Southlake, A to Z
Every Morgan Stanley advisor →- Denise M. AllenAlso a broker rep
- Bryan R. BaduraAlso a broker rep
- Marisa BrazeelAlso a broker rep
- Andrew D. ClugstonAlso a broker rep
- Milo G. Cobb Jr.Also a broker rep
- John W. EulerAlso a broker rep
- Tatiana E. FriedAlso a broker rep
- Leslie O. HartmanAlso a broker rep
- Breg A. HughesAlso a broker rep
- Cindy D. MartinezAlso a broker rep
- Brian D. OlsonAlso a broker rep
- Thomas N. Pierce Jr.Certified Financial Planner · Also a broker rep
- Tahesin H. SomjiAlso a broker rep
- Michael V. ValleeAlso 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 Southlake
All Southlake advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8Trinity Portfolio Advisors, LLC 8
Questions
How many financial advisors does Morgan Stanley have in Southlake?
14 investment adviser representatives are registered at Morgan Stanley offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 1 list the CFP designation and 14 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Southlake?
Morgan Stanley ranks number 7 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.
How do I check a Morgan Stanley advisor in Southlake?
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.