Morgan Stanley & Co LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4,201
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
8209
Registered since
June 3, 1970

Firm profile

FINTRX

Overview

Morgan Stanley & Co LLC is organized as a limited liability company and is classified in the source data as an investment bank. The snapshot identifies ownership that includes both a domestic corporate entity and an individual, and it explicitly notes the firm does not act as a capital allocator. The record also indicates the firm is not identified as an active ESG investor, not a pension consultant, and not listed as a related adviser. The firm did not provide additional detail about its business activities, advisory services, client types, or fee arrangements in the source material. That lack of disclosure means there is no firm-provided description of investment mandates, sector or strategy preferences, or client service models available in the dataset.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 26
  • Mandell Crawley

    Mandell Crawley

    Chief Client OfficerCRD 3171615

  • Lisa Shalett

    Lisa Shalett

    Chief Investment Officer, Wealth ManagementCRD 2895449

  • Christie Park

    Christie Park

    Managing Director and Global COOCRD 3276900

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Contacts

3 of 4175
  • Daniel Hunt

    Daniel Hunt

    Managing DirectorCRD 5850186

  • Robert Murray

    Robert Murray

    Managing DirectorCRD 5096117

  • John Cooper

    John Cooper

    Vice PresidentCRD 5131479

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1585 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth