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Weliton Sousa

4 Years of Experience
Westborough, MA
Broker

Weliton Sousa is a registered investment advisor at Morgan Stanley, based in Westborough, MA, with 4 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

1 Technology Drive, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Weliton works as a summer camp counselor at Ron Burton Training Village since May 2022, spending time after business hours. Weliton also owns rental property since April 2025, dedicating minimal time to property management.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
State Registrations33 states
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Exams
No exam information available for this advisor.