Colin
Roesler

Morgan Stanley

CRD#6416525
Investment Advisor
in Newport Beach, CA

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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

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

800 Newport Center Drive Suite 500
Newport Beach, CA 92660

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

CA Average: 88
Total Number of Accounts

1,863,328

CA Average: 3,892
Average Account Size

$485,315

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

Colin Roesler Work History

Colin has 10 years of experience.

2016 - Present (5 years)

Morgan Stanley

2014 - 2016 (2 years)

Wedbush Securities Inc

2014 - 2014 (< 1 year)

Comerica

2010 - 2014 (4 years)

Ob Sports Management

Disclosures

Colin Roesler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
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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