Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Winchester, VA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Winchester, A to Z.
8 registered advisors work at Morgan Stanley in Winchester, out of 22,085 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.
Morgan Stanley advisors in Winchester, A to Z
Every Morgan Stanley advisor →- Charles M. EllisonAlso a broker rep
- Mary S. ErvinAlso a broker rep
- Courtney B. MeadowsAlso a broker rep
- Lori PlacentinoAlso a broker rep
- Sharayah J. ReedAlso a broker rep
- Jennifer S. Shea-RoopAlso a broker rep
- John A. Sichenze IIAlso a broker rep
- Timothy A. ThaxtonAlso 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 Winchester
All Winchester advisors →Edward Jones 15Wells Fargo Clearing Services, LLC 13LPL Financial LLC 7Buttonwood Wealth 5D.A. Davidson & Co. 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Wealthcare Advisory Partners LLC 4Equity Services, Inc. 3Osaic Institutions, Inc. 3RBC Capital Markets, LLC 3Truist Advisory Services, Inc. 3
Questions
How many financial advisors does Morgan Stanley have in Winchester?
8 investment adviser representatives are registered at Morgan Stanley offices in Winchester, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Winchester?
Morgan Stanley ranks number 3 in Winchester by registered advisors; Edward Jones has the most, with 15.
How do I check a Morgan Stanley advisor in Winchester?
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.