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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Barton Helfet Work History
Barton has 11 years of experience.
Morgan Stanley Smith Barney LLC
Vista Counseling Services
Barton Helfet has no disclosures.
Please visit their SEC profile for more details.