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Olumide Wilkey is a registered investment advisor at Morgan Stanley, based in New York, NY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (2)
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Criminal
March 1997Final Disposition
Criminal
February 1997Final Disposition
Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
UBS Financial Services INC.
July 2004 - April 2025 · 20 yrs 9 mos
UBS Financial Services INC.Broker
March 2003 - April 2025 · 22 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - November 2002 · 3 mos
State Registrations17 states
CACOCTDCFLGAILINMAMDNCNJNYTXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.