Marit
Winborne
Morgan Stanley
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About this Advisor
Marit Winborne is a financial advisor based in Walnut Creek, California, working with Morgan Stanley. Marit has previously held positions at Saint Mary's College of California, Cafe Pesto, Saint Mary's College of California Recreation Center, Orinda Intermediate School, Stone Creek Insurance Company, VII Peaks Capital, LLC, First Republic Investment Management, First Republic Securities Company, LLC, and Morgan Stanley. Marit has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, and Texas. Currently, Marit is part of Morgan Stanley, which operates out of Walnut Creek, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Marit Winborne Work History
Morgan Stanley
First Republic Investment Management
First Republic Securities Company, LLC
Vii Peaks Capital, LLC
Saint Mary'S College Of California Recreation Center
Orinda Intermediate School
Stone Creek Insurance Company
Cafe Pesto
Saint Mary'S College Of California
Disclosures
Please visit the SEC profile of Marit Winborne 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
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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