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Whitney Bright

Boca Raton, FL
1 DisclosureBroker

Whitney Bright is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL. 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

1801 North Military Trail, Suite 300, Boca Raton, FL, 33431

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History

Regulatory History (1)
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Financial
February 2025
Final
Employment History
Current Registrations
Morgan Stanley
December 2025 - Present · 5 mos
Morgan StanleyBroker
June 2025 - Present · 11 mos
State Registrations33 states
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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.