Clint
Rosebush

Morgan Stanley

CRD#4562943
Investment Advisor
in Denver, CO

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About this Advisor

Clint Rosebush is a financial advisor based out of Denver, Colorado with 3 years of relevant experience. Rosebush is an advisor for Morgan Stanley. The advisor has gained experience at Charles Schwab & Co., Inc, E*Trade Securities LLC and Morgan Stanley. Rosebush maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in assets under management between its 2,233,188 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. The business provides a number of services, such as 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. Financial management fee schedules depend on the type of services. However, fees charged by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

250 Fillmore Street Suite 104
Denver, CO 80206

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CO Average: 88
Total Number of Accounts

2,233,188

CO Average: 3,892
Average Account Size

$530,659

CO 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

Clint Rosebush Work History

Clint has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

E*Trade Securities LLC

2020 - Present (4 years)

Morgan Stanley

2010 - 2020 (10 years)

Charles Schwab & Co., Inc

*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 Clint Rosebush 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

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Beth Prospero
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Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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