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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Provo, UT

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

11 registered advisors work at Morgan Stanley in Provo, out of 22,085 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 11 are also registered broker representatives.

Morgan Stanley advisors in Provo, A to Z

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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 Provo

All Provo advisors →

Portside Wealth Group, LLC 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Strategic Advisers LLC 14The Norden Group LLC 10Osaic Wealth, Inc. 8Edward Jones 6Cambridge Investment Research Advisors, Inc. 4Hurley Investments, LLC 4Accuvest Global Advisors, Inc. 3Commonwealth Financial Network 3LPL Financial LLC 3Paragon Wealth Management 3

Questions

How many financial advisors does Morgan Stanley have in Provo?

11 investment adviser representatives are registered at Morgan Stanley offices in Provo, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.

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

Morgan Stanley ranks number 4 in Provo by registered advisors; Portside Wealth Group, LLC has the most, with 30.

How do I check a Morgan Stanley advisor in Provo?

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.