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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 89 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan Stanley
  
  At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan Stanley

Technology

The Firm of Choice for Successful Advisors

You've spent countless hours building a successful practice by doing what's right for clients. Morgan Stanley shares your commitment to excellence. Our premier brand, robust resources and market leadership can offer you new opportunities to grow your practice. Together, we can help clients reach their financial goals-and help you achieve your professional aspirations.

I’m Interested, Let’s Connect

Our Wealth Management franchise, with the top advisor-led business in the industry, is a key differentiator for the Firm and the engine for further Morgan Stanley growth.

- TED PICK

CEO, Morgan Stanley

1

An Introduction to You

At Morgan Stanley, our local markets are led by a Market Executive, our Branch Managers, and their respective teams. To get started, the primary objective of the first phase of our recruiting process is for your local Market team to get to know you. This opportunity allows them to understand what’s important to you, what makes your business unique and most importantly what are the goals you’ve set for your business and your clients.
2

Why Morgan Stanley

Since our Firm was established in 1935, we have held ourselves accountable to the high standard of our principal core values and a commitment to “doing first-class business in a first-class way.” More than 80 years later, we’re proud to say we are still delivering on that promise.

Your next step brings you the opportunity to meet with your local Market team. Here you will discover more about Morgan Stanley and the Wealth Management business, our platforms, resources, technologies as well as insight in to how they support the growth of their Financial Advisors businesses in their local marketplace.
3

Our Diligence Process: Understanding Your Business

In a digitally secured environment, complete our Financial Advisor profile worksheet. The insight you provide allows your local market team to have a better understanding of your business model and structure, any complexities, along with a look at your practice’s overall business mix.
4

Deal Economics: Your Compensation Projections

At Morgan Stanley we take immense pride in offering mutually attractive competitive deals for experienced Financial Advisors that yield favorable compensation. Our deal projectors provide you with clear illustrations to help outline your specific deal, financial advisor compensation and retirement if applicable.
5

Transition Support: Helping to Make Your Move Easier

Consistent with Morgan Stanley’s culture of excellence, our expectation is that your transition will comply with legal and Industry standards. To ensure a seamless transition, we will connect you with experienced legal counsel to represent you in dealing with legal issues regarding your transition. Our management and support teams will help you navigate through the entire transition.

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WEALTH MANAGEMENT

Morgan Stanley Shares Your Commitment to Excellence in Wealth Management

AWARDS & RECOGNITION

We Are Proud of Our Accomplishments

Our firm and our financial advisors have received some of the highest accolades from a range of prestigious sources. This recognition illustrates our commitment to deliver advisors and their clients an unrivalled experience across all our wealth management businesses.

Helping You Build on Your Success

Morgan Stanley accelerates career development by providing everything Financial Advisors need to grow their practice, enhance their impact and ensure clients thrive.

Industry-Leading Investment Solutions Platform

We have a comprehensive suite of investment products including our industry-leading Alternative Investments Platform with a 52% market share across wirehouses* and $160Bn in client AUM** across 160+ funds.

Investment Advisory Solutions

Our Consulting Group Platform is the financial industry’s largest, most comprehensive advisor platform with over $1.6 trillion in advisory assets and our state-of-the art award winning Portfolio Risk Platform - Powered by BlackRock’s Aladdin – is a game-changer in bringing an institutional approach to risk to all client portfolios.

Specialized Business Model

Morgan Stanley stands out amongst our competition with specialized wealth management divisions such as the Private Wealth Management, Global Sports and Entertainment, International Wealth Management and Graystone Consulting from Morgan Stanley (institutional consulting) groups where Morgan Stanley Financial Advisors can partner or work together and leverage their peer’s expertise in competitive situations to win business.

Practice Strategy Team

Led by Sterling Shea and Alison Rooney, the Practice Strategy Team includes professionals who are dedicated to helping advisors and teams optimize their businesses in every stage of their strategic evolution.

Built for Growth

Acquisitions of E*TRADE Financial, employee stock plan administration business Solium Capital Inc., Eaton Vance and other strategic initiatives have Morgan Stanley and its Financial Advisors well positioned to capture net new client assets.

Major Investments in Technology

Morgan Stanley invests heavily in its technology in an effort to make our Financial Advisors more efficient and deliver a higher level of advice to clients. We’ve also built a premier cyber defense organization led by top experts from leading government security agencies and tech firms on guard 24/7, 365 days a year.

Our Market / Branch Management Teams

Representative of the communities we serve, our teams make a large firm feel boutique, where we foster a collaborative culture committed to delivering our Financial Advisors the global resources of the firm to help clients achieve their financial and life goals.

Values-Based Culture

Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

The Next Step is Yours

Are you ready to take your practice to the next level? Find out more about joining the leader in Wealth Management by reaching out to a market executive or branch manager.

YES, I'M INTERESTED, LET'S CONNECT

Morgan Stanley’s Portfolio Risk Platform Wins American Financial Technology Award for Best Risk Management Initiative.

About Us Diversity and Inclusion At Morgan Stanley, diversity is an opportunity—for clients, employees and the firm. By valuing diverse perspectives, we can better serve our clients while we help employees achieve their professional objectives.

Wealth Management Alternative Investments At Morgan Stanley, we provide individuals and institutions access to world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets.

Wealth Management Cybersecurity Morgan Stanley has built a leading cyber defense organization in-house, drawn from former senior professionals at government security agencies and the technology industry.

Articles Impact Investing Our Investing with Impact Platform offers a diverse range of funds and other investments designed to advance environmental, economic and social goals — while striving for competitive performance.

PRESS RELEASE Morgan Stanley’s Portfolio Risk Platform Wins American Financial Technology Award for Best Risk Management Initiative.

About Us Morgan Stanley: Our History Milestone moments that define us

About Us Diversity and Inclusion

Wealth Management Alternative Investments

Wealth Management Cybersecurity

Articles Impact Investing

PRESS RELEASE Morgan Stanley’s Portfolio Risk Platform Wins American Financial Technology Award for Best Risk Management Initiative.

About Us Morgan Stanley: Our History

*Money Management Institute, 2022 Retail Distribution of Alternative Investments; traditional alternative investments AUM across 4 wirehouses was $270Bn in 2021, while Morgan Stanley represented ~$140Bn.

**Morgan Stanley Wealth Management Alternative Investments Group, As of December 31, 2022

The Portfolio Analysis report (“Report”) is generated by Morgan Stanley Smith Barney LLC’s (“Morgan Stanley”) Portfolio Risk Platform. The assumptions used in the Report incorporate portfolio risk and scenario analysis employed by BlackRock Solutions (“BRS”), a financial technology and risk analytics provider that is independent of Morgan Stanley. BRS’ role is limited to providing risk analytics to Morgan Stanley, and BRS is not acting as a broker-dealer or investment adviser nor does it provide investment advice with respect to the Report. Morgan Stanley has validated and adopted the analytical conclusions of these risk models. E*Trade Capital Management LLC and E*Trade Securities LLC are affiliates of Morgan Stanley Smith Barney LLC (“MSSB”). Certain SMA strategies, ETFs and Mutual Funds that are sponsored, managed or sub advised by, or receive other services from, MSSB or our affiliates, including but not limited to Morgan Stanley Investment Management ("MSIM") and Eaton Vance Management ("EVM"), Boston Management and Research, Calvert Research and Management, Atlanta Capital Management Company and Parametric Portfolio Associates, may be included in a client’s account.

CRC#5704184 (06/2023)

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