About Morgan Stanley
Providing personalized strategies that align with each client's goals, offering proactive and comprehensive solutions. Through integrity, transparency, and continuous education, we empower our clients to achieve financial security and realize their dreams.
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General Information
Firm Start Year
CRD#
6245175
Firm CRD#
149777
Insurance License#
2917326
Name of Broker/Dealer
MORGAN STANLEY
States Licensed in
GA
Years of Experience in Financial Services
11
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, QPFC
Securities Licenses
Series 6, Series 7, Series 63, Series 66
Insurance and Annuity Licenses
HMO, Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity, Accident, Casualty, Property, Health
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892495/financialplanners-Morgan-Stanley-detailed-disclosure.html