Morgan Stanley Wealth Management - Company Profile
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Morgan Stanley Wealth Management (Morgan Stanley WM) is an arm of Morgan Stanley, which provides access to a diverse range of wealth management products and services. It primarily offers investment banking and Capital markets services; brokerage services; wealth and financial planning services; workplace services; stock plan administration;; securities-based lending, other lending solutions; and banking and retirement plan services. It serves affluent families, individual investors, and small to medium-sized businesses, and institutions through branch offices, online portals, and relationship managers. Morgan Stanley WM is headquartered in New York, the US.
Headquarters
United States of America
Address
1585 Broadway, New York City, 10036
Telephone
1 212 7614000
Industry
Financial Services
Revenue (2025)
$40.2B
Morgan Stanley Wealth Management premium industry data and analytics
Products and Services
| Services |
|---|
| Wealth Management |
| Asset Management |
| Manager Selection & Portfolio Construction |
| XYZ |
| XYZ |
| XYZ |
Competitor Comparison
| Key Parameters | Morgan Stanley Wealth Management | UBS Wealth Management | Bank of America Wealth Management | Goldman Sachs Private Wealth Management | BNY Mellon Wealth Management |
|---|---|---|---|---|---|
| Headquarters | United States of America | Switzerland | United States of America | United States of America | United States of America |
| City | New York City | Zurich | Charlotte | New York City | New York City |
| State/Province | New York | Zurich | North Carolina | New York | New York |
| No. of Employees | - | 9,803 | - | - | - |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Edward Pick | Chief Executive Officer - Morgan Stanley; Chairman - Morgan Stanley | Executive Board | 2025 | 57 |
| Clare Woodman | Head - Europe, Middle East and Africa | Senior Management | - | - |
| Jed Finn | Head - Wealth Management | Senior Management | 2024 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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