Evan Wilson is a registered investment advisor at Morgan Stanley, based in Rockville, MD, with 9 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
702 King Farm Boulevard, Suite 500, Rockville, MD, 20850
Get directionsHistory
Regulatory History
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 →Other Business Activities
Evan owns rental property in Baltimore, MD since 2015. He volunteers as a coach for First Tee of Greater DC and works as a golf professional. Evan also spends time on estate and trust matters, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
State Registrations51 states
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.