Lindsey
Quan
Morgan Stanley
Answer a few questions and
get matched with an advisor.
About this Advisor
Lindsey Quan is a financial advisor based in Gilbert, Arizona who has 2 years of relevant experience. Quan is an advisor for Morgan Stanley. The advisor has gained experience at The Vanguard Group, Inc, U.S. Egg, Department Of Economic Security, Massage Envy, Aramark Food & Support Service, Native New Yorker, Starbucks, Arizona State University, Family Service Agency, Arizona'S Children Assocation, Charles Schwab & Co., Inc, Tommy V'S Urban Kitchen & Bar and Morgan Stanley. Quan has Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Arizona and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets under management between its 2,233,188 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a diverse range 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 charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Lindsey Quan Work History
Lindsey has been registered as a financial advisor for 2 years.*
Morgan Stanley
U.S. Egg
Charles Schwab & Co., Inc
Tommy V'S Urban Kitchen & Bar
Family Service Agency
Arizona'S Children Assocation
Tommy V'S Urban Kitchen & Bar
The Vanguard Group, Inc
U.S. Egg
Department Of Economic Security
Massage Envy
Aramark Food & Support Service
Native New Yorker
Starbucks
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lindsey Quan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Garden City, NY
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Oak Brook, IL
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
