About this Advisor
Colin Roesler is an investment advisor in Newport Beach, California. Currently a registered investment advisor with Morgan Stanley, they have accrued 10 years of professional experience. Roesler holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Roesler is able to operate based out of California and Texas. During their career, the advisor has held roles at Wedbush Securities Inc, Comerica, Ob Sports Management and Morgan Stanley. Morgan Stanley is headquartered in Newport Beach, California, and operates out of 726 additional offices throughout the United States. As a company, Morgan Stanley oversees $904 billion in assets across 1,863,328 accounts and retains more than 25,600 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Morgan Stanley provides 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. The firm may charge clients 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
Colin Roesler Work History
Colin has 10 years of experience.
Wedbush Securities Inc
Ob Sports Management
Colin Roesler has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.