Emily Endres is a CFP-designated registered investment advisor at Morgan Stanley, based in Berwyn, PA, with 14 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
899 Cassatt Road, Suite 100, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emily serves as an executor for an estate since March 2022, handling check signing/funds disbursements and estate administration. This activity is investment-related but requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Ngam Distribution, L.P.Broker
Rs Funds Distributor LLCBroker
Guardian Investor Services LLCBroker
Lincoln Financial Distributors, INC.Broker
State Registrations29 states
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