Ashley Evans is a CFP-designated registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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
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
101 California Street 23rd Floor, San Francisco, CA, 94111
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
April 2024 - Present · 2 yrs 1 mo
Morgan Stanley
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
April 2024 - April 2024 · 0 mos
J.P. Morgan Securities LLCBroker
September 2023 - April 2024 · 7 mos
J.P. Morgan Private Wealth Advisors LLC
August 2021 - April 2024 · 2 yrs 8 mos
First Republic Securities Company, LLCBroker
August 2021 - September 2023 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2021 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2021 · 11 yrs 10 mos
Banc of America Investment Services, INC.
March 2008 - October 2009 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
August 2007 - October 2009 · 2 yrs 2 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.