Morgan Stanley

Overview

Morgan Stanley is a Broker Dealer and registered investment adviser based in Purchase, NY, registered since 2009. It reports $2T in assets under management across 2,703,720 accounts, with 29,481 employees. Its 26,546 registered representatives work across 632 branch offices in 51 states.

Reported AUM

$2T

Discretionary

73%

Accounts

2,703,720

Average account

$726K

Employees

29,481

Registered reps

26,546

Branch offices

632

Registered since

2009

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• 16 more

Executive officers 3 of 9

• Jed Finn Director, Chairperson, President CRD 5658048
• David Anthony Galasso Principal Operations Officer CRD 1926502
• Patricia Kay Fletcher Designated Principal CRD 1202060

6 more executive officers, with direct contact details

Registered reps 3 of 26,546

• Amy W Aadalen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1862011
• Sonja Lee Aarnink Registered Rep · Investment Adviser Rep CRD 2901686
• Margaret B Aaron Registered Rep · Investment Adviser Rep CRD 2713535

26,543 more registered reps, with emails, phones and branch locations

Location

Headquarters

2000 Westchester Ave
Purchase, NY 10577

County

Westchester

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Branch offices

632 in 51 states, including New York, NY, San Francisco, CA and Chicago, IL

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: morganstanley.com

Every state, with registration dates

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