James Whitney is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved with a trust in Lake Geneva, WI since March 2021. He spends minimal time on this activity both during and after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
State Registrations43 states
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