Francisco
D'Oliveira

Morgan Stanley

CRD#4453297
Investment Advisor
in Fairhope, AL

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About this Advisor

Francisco D'Oliveira is a financial advisor based out of Fairhope, Alabama, with a total of 10 years of work experience. D'Oliveira works at Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. D'Oliveira maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama and Texas. Morgan Stanley is a firm operating out of Fairhope, Alabama. The investment advisory business has offices in 726 locations and a total of 25,600 financial advisors. It oversees $904 billion in assets among its 1,863,328 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. Morgan Stanley provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Morgan Stanley likely consist of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

7530 Parker Road
Fairhope, AL 36532

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

AL Average: $7,464,549,021
Total Number of Employees

25,600

AL Average: 88
Total Number of Accounts

1,863,328

AL Average: 3,892
Average Account Size

$485,315

AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Francisco D'Oliveira Work History

Francisco has 10 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2010 - Present (11 years)

Morgan Stanley Smith Barney

Disclosures

Francisco D'Oliveira has no disclosures.

Please visit their SEC profile for more details.

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Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
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Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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