VN
CFP
VN
CFP
Viral Nayak is a CFP-designated registered investment advisor at Morgan Stanley, based in Chicago, IL, with 17 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2022Closed-No Action
Other Business Activities
Viral is a member of VMSR Real Estate, LLC, an Illinois entity involved in property rental since September 2023. He spends minimal time looking over financials for the company.
Employment History
Current Registrations
Morgan StanleyBroker
December 2024 - Present · 1 yr 5 mos
Morgan Stanley
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Citigroup Global Markets INC.
April 2016 - December 2024 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
April 2016 - December 2024 · 8 yrs 8 mos
Fifth Third Securities, INC.
July 2009 - May 2016 · 6 yrs 10 mos
Fifth Third Securities, INC.Broker
July 2009 - May 2016 · 6 yrs 10 mos
Waddell & Reed, INC.
November 2008 - July 2009 · 8 mos
Waddell & Reed, INC.Broker
September 2008 - July 2009 · 10 mos
State Registrations41 states
AKALARAZCACOCTDCFLGAIAILINMAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPAPRRISCSDTNTXVAWAWIWY
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.