Marcos
Edmiston

Morgan Stanley

CRD#5299451
Investment Advisor
in Tampa, FL

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About this Advisor

Marcos Edmiston is a financial advisor operating out of Tampa, Florida, with 14 years of relevant experience. Edmiston is an employee of Morgan Stanley. Edmiston has gained experience at Morgan Stanley, Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC. Edmiston has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Florida, Texas and Utah. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets under management across its 2,233,188 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Morgan Stanley offers a diverse assortment 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. Fees charged by financial advisors usually are based on the type of services provided. Fee types billed by Morgan Stanley most likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 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

100 North Tampa Street Suite 3000
Tampa, FL 33602

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL 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

Marcos Edmiston Work History

Marcos has been registered as a financial advisor for 14 years.*

2017 - Present (7 years)

Morgan Stanley Smith Barney LLC

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley

*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 Marcos Edmiston 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

Ellen Spitz
Garden City, NY
Daniel Evans
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
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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