Morgan Stanley
Purchase, NY·SEC-registered · CRD #149777
Morgan Stanley is an SEC-registered investment advisory firm in Purchase, NY managing $2.0T across 3.2M client accounts, with 13k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0T
Client accounts
3.2M
Advisory staff
13k
Fee model
Fee-based
How Morgan Stanley is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL MORGAN STANLEY
See how Morgan compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Morgan Stanley. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Morgan Stanley? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Morgan Stanley
How much does Morgan Stanley manage?
Per its most recent SEC Form ADV filing (06/30/2026), Morgan Stanley reports $2.0T in regulatory assets under management across roughly 3.2M client accounts.
How does Morgan Stanley charge?
Morgan Stanley is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Morgan Stanley a fiduciary?
Yes. Morgan Stanley is registered with the U.S. Securities and Exchange Commission (CRD #149777), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Morgan Stanley taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Morgan Stanley and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Purchase, NY
Profile compiled from Morgan Stanley's public SEC Form ADV filing (CRD #149777, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Morgan Stanley. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Morgan Stanley? Claim this profile.