Morgan Stanley Institutional Investment Advisors LLC

Overview

Morgan Stanley Institutional Investment Advisors LLC is an SEC registered investment adviser based in Greenwood Village, CO, registered since 2009. It reports $14.7B in assets under management across 70 accounts, with 52 employees. It has 26 investment adviser representatives.

Reported AUM

$14.7B

Discretionary

100%

Accounts

70

Average account

$21M

Employees

52

Advisory reps

26

Registered since

2009

Jurisdictions

14

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Government
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 8

• Jeremiah Michael France Manager, Board of Managers, Chairman CRD 2328357
• Tevfik Peker Manager (Board of Managers), President CRD 5583183
• Jayson Allen Davidson Managing Partner, Director of Consulting Services CRD 2825116

5 more executive officers, with direct contact details

Advisory reps 3 of 26

• Thomas J Breaden Investment Adviser Rep CRD 6698787
• Timothy Michael Buckley Investment Adviser Rep CRD 1410818
• Jefferson D Chalk IV Investment Adviser Rep CRD 1189969

23 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5299 Dtc Blvd Ste 1000
Greenwood Village, CO 80111

County

Arapahoe

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: msiia.morganstanley.com/fiduciary-consulting-group

Every state, with registration dates

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