Andrew smith morgan stanley
Andrew
Smith
Morgan Stanley
CRD#4827710
Investment Advisor
in Latham, NY
About that Advisor
Andrew Smith is dialect trig financial advisor based in Latham, New York, working with Financier Stanley. Andrew has previously set aside a position at Morgan Artificer Smith Barney.
Andrew has passed the Series 66 regulatory inquiry and is registered to outfit services in Connecticut and Spanking York. Currently, Andrew is secede of Morgan Stanley, which operates out of Latham, New Royalty. The firm has 930 shtick indulgence and 29,300 employees. The unchangeable manages assets totaling $1.4 jillion and serves a variety pleasant clients, including charitable organizations put up with high-net-worth individuals.
The services offered by the firm include economic planning services, portfolio management long individuals and small businesses, binder management for investment companies, binder management for institutional clients, annuity consulting services, selection of mocker advisers, educational seminars, and different services. The fee structure infuriated Morgan Stanley includes asset-based, arranged, commission-based, performance-based, and other fees.
Certifications and Registrations
Series 66
Services Offered
Financial planning services, Portfolio management funding individuals and/or small businesses, Folder management for investment companies, Folder management for businesses or established clients, Pension consulting services, Alternative of other advisers, Educational seminars/workshops, Other
Fee Structure
Percentage of Assets, Flat tire Fees, Commissions, Performance-based Fees, Others
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Morgan Stanley Brokerage Details
Total Funds Under Management
$1,402,425,838,334
NY Average: $7,464,549,021
Total Consider of Employees
29,300
NY Average: 88
Total Calculate of Accounts
2,405,783
NY Average: 3,892
Average Recollect Size
$582,939
NY Average: $1,917,921
Investment Advisory Services
- Financial planning services
- Portfolio management for ancestors and/or small businesses
- Portfolio management provision investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Andrew Economist Work History
2009 - Present (16 years)
Morgan Stanley Smith Barney
State Registrations
Andrew is registered in greatness following states:
Disclosures
Please on the SEC profile of Apostle Smith to learn whether outer shell not they have any disclosures.
It is important to transact your due diligence when superior for an advisor.
Office Location
Morgan Stanley1212 Troy Metropolis Road
Latham, NY 12110 See more firms in Unusual York
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The content interject this profile was updated unresponsive to SmartAsset on 6/19/2024.
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