Janet
Malachowsky

Morgan Stanley

CRD#5752904
Investment Advisor
in Palm Desert, CA

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About this Advisor

Janet Malachowsky is a financial advisor based in Palm Desert, California with a total of 13 years of industry experience. Malachowsky is currently employed by Morgan Stanley. Throughout their career, they have worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Malachowsky holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Morgan Stanley is a financial advisory business that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets across its 2,233,188 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. Morgan Stanley provides a broad assortment 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Morgan Stanley may include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

13 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

Office Location

74199 El Paseo Suite 201
Palm Desert, CA 92260

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

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

Janet Malachowsky Work History

Janet has been registered as a financial advisor for 13 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2010 - Present (14 years)

Morgan Stanley Smith Barney

*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 Janet Malachowsky 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

Daniel Evans
New York, NY
Beth Prospero
Jersey City, NJ
Russell Huebschle
Oakland, CA
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
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.

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