Barton
Helfet

Morgan Stanley

CRD#5984777
Investment Advisor
in Los Angeles, CA
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About this Advisor

Barton Helfet is a financial advisor who works out of Los Angeles, California, who has been in the financial industry for 11 years. Helfet currently works for Morgan Stanley. The advisor has gained experience at Gap Inc, Morgan Stanley Smith Barney LLC, Tulane University, Vista Counseling Services and Extended Travel. Helfet holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Morgan Stanley is an advisory firm that has its headquarters in Los Angeles, California. The company has offices in 702 locations and a total of 26,000 financial advisors. It handles $735 billion in assets under management across its 1,724,668 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 283 charities and foundations. Morgan Stanley provides a wide array of services, such as 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. A financial advisor's fees depend on the type of financial services offered. However, fee types billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

444 South Flower Street
Los Angeles, CA 90071

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

CA Average: 88
Total Number of Accounts

1,724,668

CA Average: 3,892
Average Account Size

$426,340

CA 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

Barton Helfet Work History

Barton has 11 years of experience.

2011 - Present (8 years)

Morgan Stanley Smith Barney LLC

2009 - 2011 (2 years)

Tulane University

2009 - 2009 (0 years)

Extended Travel

2008 - 2009 (1 years)

Vista Counseling Services

2007 - 2009 (2 years)

Gap Inc

Disclosures

Barton Helfet has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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