Morgan Stanley Financial Advisors

Retirement Planning Firm in Florham Park, NJ

Firm Info
Address: 300 Campus Dr 4th Fl, Florham Park, NJ 07932, USA
Phone: (973) 236-3500

Firm Size
Assets Under Management: $1.3 trillion
# of Advisors: 15,000
# of Clients: 2.1 million
Client to Advisor Ratio: 142:1
Average Account Size: $615,053
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

Get Connected with a Financial Advisor

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Morgan Stanley Overview

Morgan Stanley is a broker-dealer and registered investment advisory firm that provides fee-based services. Since its founding in 2009, it has based its headquarters in Purchase, NY, and has grown to become a seller of additional financial products while providing investment advice to clients. The firm has a diverse range of services, including financial planning and portfolio management for individuals and small businesses. It also provides portfolio management for investment companies and businesses or institutional clients, as well as pension consulting services for those in need. Morgan Stanley also offers educational seminars and workshops to advise clients, and it goes beyond financial planning with its asset allocation advice services. In addition, clients can benefit from the firm's selection of other advisors to help with their investments. Overall, the firm aims to deliver comprehensive financial services that help clients navigate complex financial markets and ultimately achieve their goals.

MORGAN STANLEY caters to a wide array of clients ranging from individuals to high net worth individuals, banking institutions, investment companies, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other types of corporations not listed. Additionally, the firm serves other types of clients who may require its financial services. MORGAN STANLEY's extensive client list is testament to the firm's expertise and ability to provide tailored financial solutions to meet the unique needs of each client. The fee structures available at MORGAN STANLEY differ depending on the type of service provided. For example, the firm may charge a percentage of the assets under management (AUM) for portfolio management or fixed fees for financial analysis services. Additionally, MORGAN STANLEY may assess commissions on behalf of clients for securities trading and other types of transactions. Furthermore, other types of fees, such as performance fees, may apply depending on the specifics of the service provided. MORGAN STANLEY's flexibility and transparent fee structures make it a preferred financial services provider for clients seeking comprehensive and personalized financial services.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Morgan Stanley does not mention an investment minimum.

How This Office Can Help Florham Park, NJ Residents

Morgan Stanley Financial Advisors offer comprehensive financial planning services to clients living in Florham Park, NJ. They understand that each client has unique financial needs and work closely with them to create customized investment strategies. Their team of experienced financial advisors uses a rigorous approach to investment management to protect and grow their clients' wealth. Many residents of Florham Park, NJ are likely to face a range of financial situations, such as saving for retirement, planning for their children's education, managing debt, and buying a home. The Morgan Stanley Financial Advisors are equipped to help clients navigate these challenges and develop a plan that meets their specific needs. They also provide guidance on tax planning, estate planning, and insurance to ensure clients have a comprehensive financial plan in place. Whether a client is just starting out or is a seasoned investor, the team at Morgan Stanley Financial Advisors can provide the guidance and support they need to achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Morgan Stanley, visit their Part 2 Brochure.

Services Offered by Morgan Stanley

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Morgan Stanley most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 300 Campus Dr 4th Fl, Florham Park, NJ 07932, USA
Phone (973) 236-3500
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 2000 WESTCHESTER AVENUE, PURCHASE, NY 10577-2530, United States

This firm has no other locations.

State Registrations

Morgan Stanley is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Morgan Stanley does not have any disclosures. Please visit it's Form ADV for more details.