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Morgan Stanley Wealth Management
This $4.5M advisor courts UHNW clients on three continents
Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.
$4.3M Morgan Stanley advisor prefers a 'horizontal working environment'
After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.
'What it takes to be in the game,' according to this $4.3M UBS advisor
Keith Apton got his first taste for finance while still in college.
$7.8M Morgan Stanley advisor seeks to take the humdrum out of planning
“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.
Morgan Stanley aims to push racial bias lawsuit into arbitration
The firm says former employee John Lockette agreed to have disputes heard in a private forum when he did not take advantage of an opt-out provision.
Morgan Stanley parts ways with complex manager
Richard Frick had overseen the wirehouse's Philadelphia operations since 2011.
Gorman tempers euphoria after Morgan Stanley's record quarter
Despite an impressive performance, Morgan Stanley's CEO is not preparing to raise profitability targets.
Advisors on the Move: 30 career moves, $5.2B AUM
One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
FINRA bars ex-Morgan Stanley broker after allegedly seeking loan from client
David Olson, an advisor of nearly 30 years, worked at Morgan Stanley until his termination in 2016.
Top Morgan Stanley advisor allegedly abused ex-wives, girlfriends: Report
The broker belonged to Morgan Stanley's Chairman's Club, a group reserved for the elite among the firm's advisor ranks.
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