Morgan Stanley Invetment Advisors Inc. (New York)


Morgan Stanley Invetment Advisors Inc. is a large advisory firm based in New York. It manages $148.19 billion of regulatory assets for 5,430 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 42 other states.

Morgan Stanley Invetment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Stanley Invetment Advisors: assets under management

The assets under management (AUM) of Morgan Stanley Invetment Advisors Inc. is $148.19 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $148.19 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.29 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morgan Stanley Invetment Advisors Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Morgan Stanley Invetment Advisors Inc. performs its advisory services is located at 2 World Trade Center 70 Th Floor, New York, NY 10048, which is also the mailing address of the firm. An additional office of the firm is in West Conshohocken, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212)392-1600 or by fax (212)392-7306. The normal business hours are 9:00am to 5:00pm on Monday - Friday.