Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Williamsburg, VA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Williamsburg, A to Z.
20 registered advisors work at Morgan Stanley in Williamsburg, out of 22,085 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 20 are also registered broker representatives.
Morgan Stanley advisors in Williamsburg, A to Z
Every Morgan Stanley advisor →- Shari L. BarkerAlso a broker rep
- Beth L. BraunerAlso a broker rep
- Charles J. CarderAlso a broker rep
- Shannon T. ChittendenAlso a broker rep
- David R. ClemensAlso a broker rep
- Robert J. Dudeck IIIAlso a broker rep
- Kailen E. Gildersleeve DentonCertified Financial Planner · Also a broker rep
- Larry S. GolubAlso a broker rep
- Corrie E. GoodwinAlso a broker rep
- Charles W. HartmanAlso a broker rep
- Michelle D. HilstromAlso a broker rep
- Julie A. Kandel-PogueAlso a broker rep
- John J. KokolisAlso a broker rep
- Peter J. KokolisAlso a broker rep
- Richard W. Maurer Jr.Also a broker rep
- John A. PattisallAlso a broker rep
- Ashley W. ReevesAlso a broker rep
- Jamie StallingsAlso a broker rep
- Melanie S. WaltonAlso a broker rep
- Dennis S. WiltCertified Financial Planner · Also 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 Williamsburg
All Williamsburg advisors →LPL Financial LLC 23Wells Fargo Clearing Services, LLC 23Raymond James Financial Services Advisors, Inc. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Davenport & Company LLC 12Truist Advisory Services, Inc. 11Pfs Investments Inc. 8Commonwealth Financial Network 6Edward Jones 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Bay Rivers Group Wealth Partners 3
Questions
How many financial advisors does Morgan Stanley have in Williamsburg?
20 investment adviser representatives are registered at Morgan Stanley offices in Williamsburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 2 list the CFP designation and 20 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Williamsburg?
Morgan Stanley ranks number 3 in Williamsburg by registered advisors; LPL Financial LLC has the most, with 23.
How do I check a Morgan Stanley advisor in Williamsburg?
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.