Investment Adviser

Morgan Stanley - Investment Advisers

Legal name: Morgan Stanley Smith Barney LLC

Investment Adviser headquartered in Purchase, New York · Invest

About Morgan Stanley

Morgan Stanley Smith Barney LLC operates as an investment adviser managing $1.96 trillion in regulatory assets. With approximately 29,500 employees and a headquarters in Purchase in New York, the firm serves corporations, governments, institutions, and individuals worldwide. Morgan Stanley's principal business activities encompass institutional securities, wealth management services, and investment management for its global clientele. Established in 1935 in response to the Glass-Steagall Act's requirement to separate investment banking from commercial banking operations, Morgan Stanley evolved into its current form through a 1997 merger with Dean Witter Discover & Co. The firm adopted its present name in 2001. Financial regulators recognize Morgan Stanley as systemically important to the global financial system due to its significant scale and market influence.

Key Facts

Assets Under Management
$1.96T
Employees
29,481
SEC File Number
801-70103

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