Monica Handy is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 15 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
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Monica is a sole proprietor/owner of MJHandy Marketing, Planning & Consulting since 2021, Fora Travel since 2024, and Monica Handy Coaching & Consulting since 2025, dedicating about 10-20% of her time to each after business hours. The first two are investment-related, while the last is not.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Davenport & Company LLCBroker
Capital Brokerage CorporationBroker
New England SecuritiesBroker
State Registrations53 states
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