Morgan Stanley

About This Firm

Morgan Stanley Wealth Management (MSWM) provides Private Wealth Management Consulting Services (PW MCS) to ultra-high-net-worth clients. MSWM acts as a non-discretionary investment adviser, offering customized performance reports and asset allocation recommendations based on client objectives and risk tolerance. Clients are responsible for implementing any advice, and MSWM acts as a broker when implementing asset allocation advice unless explicitly engaged as an investment adviser in writing.

Fee Structure

Areas of Practice

Location

2000 Westchester Avenue, Purchase, NY, 10577-2530