Aaron Osei is a registered investment advisor at Morgan Stanley, based in Providence, RI, with 5 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
One Financial Plaza, 19th Floor, Providence, RI, 02903
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Regulatory History (2)
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Financial
August 2024Final
Financial
September 2023Final
Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 6 mos
Morgan Stanley
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Key Investment Services LLCBroker
October 2024 - October 2024 · 0 mos
Citizens Securities, INC.
March 2022 - September 2024 · 2 yrs 6 mos
Citizens Securities, INC.Broker
February 2022 - September 2024 · 2 yrs 7 mos
Santander Securities LLCBroker
December 2019 - March 2021 · 1 yr 3 mos
State Registrations44 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.