Percy
Clark

Morgan Stanley

CRD#5774438
Investment Advisor
in Washington, DC

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About this Advisor

Percy Clark is a financial advisor who works out of Washington, District Of Columbia with 7 years of industry experience. Clark works at Morgan Stanley. Over the course of their career, Clark has held roles at Morgan Stanley Smith Barney, Sanders Morris Harris Inc, Edelman Financial Services, LLC, Morgan Stanley and Morgan Stanley Private Bank, N.A. Clark maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia and Texas. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It manages $1 trillion in assets under management among its 2,233,188 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. Morgan Stanley provides a number 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. Fees for financial management are based on which service is provided. However, fee types billed by Morgan Stanley can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

1775 I Street, North West Suite 200
Washington, DC 20006

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

DC Average: 88
Total Number of Accounts

2,233,188

DC Average: 3,892
Average Account Size

$530,659

DC 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

Percy Clark Work History

Percy has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Morgan Stanley Private Bank, N.A

2016 - Present (8 years)

Morgan Stanley

2014 - 2016 (2 years)

Sanders Morris Harris Inc

2014 - 2016 (2 years)

Edelman Financial Services, LLC

2010 - 2014 (4 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 Percy Clark 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

Allan House
Baltimore, MD
Dori Stegmann
Saint Louis, MO
Russell Huebschle
Oakland, CA
Margret Birch
Oak Brook, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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