Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Olympia, WA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Olympia, A to Z.
11 registered advisors work at Morgan Stanley in Olympia, out of 22,085 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.
Morgan Stanley advisors in Olympia, A to Z
Every Morgan Stanley advisor →- Luke BakkenAlso a broker rep
- Brian J. CockrellAlso a broker rep
- Theodore D. EricksonAlso a broker rep
- Wendy J. KeefeAlso a broker rep
- Lorie L. Linn CrowellAlso a broker rep
- Matthew J. McDowellAlso a broker rep
- Trenton G. RohmAlso a broker rep
- Matthew V. SledgeAlso a broker rep
- Rebecca R. StayCertified Financial Planner · Also a broker rep
- Jill V. TokarczykAlso a broker rep
- Josh WilsonCertified Financial Planner · Also a broker rep
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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 Olympia
All Olympia advisors →Edward Jones 16LPL Financial LLC 11Ameriprise Financial Services, LLC 7Kiley Juergens Wealth Management, LLC 6Capstone Investment Group 5Soundview Advisors 5Thrivent Investment Management Inc. 5Prentice Financial Planning, LLC 4J.P. Morgan Securities LLC 3
Questions
How many financial advisors does Morgan Stanley have in Olympia?
11 investment adviser representatives are registered at Morgan Stanley offices in Olympia, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Olympia?
Morgan Stanley ranks number 3 in Olympia by registered advisors; Edward Jones has the most, with 16.
How do I check a Morgan Stanley advisor in Olympia?
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.