MORGAN STANLEY

2000 Westchester Avenue
Purchase, New York 10577-2530
Tel: 914-225-5510

About MORGAN STANLEY

MORGAN STANLEY, formally registered with the SEC as MORGAN STANLEY. The firm was established in 05/11/2009. They have over 931 offices throughout the country.

MORGAN STANLEY is a Purchase, New York based Financial Planning firm with nearly $1,402,425,838,334 assets under management, offering retirement planning & investment advisory services to 2405783 clients. The firm is staffed with 29300 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149777
SEC#	801-70103
Assets Managed by Firm	$1,402,425,838,334
No. of Clients	2405783
No. of Advisors	29300

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Performance Based
Other (SEE SCHEDULE D MISCELLANEOUS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ASSET ALLOCATION ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	2405783	$1,402,425,838,334
Individuals (other than high net worth individuals)	2325223	$926,045,018,343
High net worth individuals	27844	$335,385,274,762
Pension and profit sharing plans	9342	$45,478,153,751
Charitable organizations	36383	$67,676,872,713
Corporations or other businesses	1448	$8,510,304,404

More Retirement Planning firms in Purchase, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221

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