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About this Advisor
Richard French is an advisor whose office is in Carlsbad, California. Currently an investment advisor at Morgan Stanley, they have gathered 11 years of practice as a registered investment advisor. French has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. French can work with clients based out of California and Texas. Over the course of their career, French has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Carlsbad, California, and operates out of 702 other locations throughout the United States. In aggregate, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 client accounts and retains more than 26,000 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Morgan Stanley can provide 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's fees may 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
Richard French Work History
Richard has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Richard French has no disclosures.
Please visit their SEC profile for more details.