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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Charleston, WV

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

The short answer

28 registered advisors work at Morgan Stanley in Charleston, out of 20,811 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 28 are also registered broker representatives.

Morgan Stanley advisors in Charleston, A to Z

Every Morgan Stanley advisor →

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 2,116Chicago, IL 590Purchase, NY 570San Francisco, CA 427Atlanta, GA 419Miami, FL 413Boston, MA 353Houston, TX 300Tampa, FL 297Alpharetta, GA 284Morristown, NJ 246Dallas, TX 225Washington, DC 213Garden City, NY 204Los Angeles, CA 199

Other firms in Charleston

All Charleston advisors →

Ameriprise Financial Services, LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 15Wells Fargo Clearing Services, LLC 11Vandalia Wealth 7Axxcess Wealth Management, LLC 5Equitable Advisors, LLC 5Focus Partners Wealth, LLC 5Ntv Asset Management, LLC 5Janney Montgomery Scott LLC 4McKinley Carter Wealth Services, Inc. 4Wealth Enhancement Advisory Services, LLC 4

Questions

How many financial advisors does Morgan Stanley have in Charleston?

28 investment adviser representatives are registered at Morgan Stanley offices in Charleston, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 1 list the CFP designation and 28 are also registered as broker representatives.

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

Morgan Stanley ranks number 1 in Charleston by registered advisors, ahead of Ameriprise Financial Services, LLC (17).

How do I check a Morgan Stanley advisor in Charleston?

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.