Aaron Sousa is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 13 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
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron works at Attitash Mountain Resort in a recreation role since December 2024. This labor/service activity takes about 10-20% of his time after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations25 states
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