Candace
Burkett
Morgan Stanley
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About this Advisor
Candace Burkett is a financial advisor working out of San Antonio, Texas with a total of 1 year of relevant experience. Burkett is an employee of Morgan Stanley. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Investment Professionals Inc, Slim4Life, Swbc Investment Services LLC, Swbc Investment Company, Alorica, Trace Staffing, Jpmorgan Securities LLC, Golds Gym, Career Employment Professionals, Opt 317, LLC, Am Hayden Property Management, Apartment Solutions, Business Delivery Systems (Bds), Raymond James Financial Services, Raymond James Financial Service Advisors, Morgan Stanley, Citigroup, Texas State University/Bexar County Contractor and Raymond James & Associates, Inc. Burkett maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Texas. Morgan Stanley is a financial advisory firm based out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets among its 2,233,188 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. Morgan Stanley has a broad set 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 for financial management largely are based on which service is offered. Fee types charged by Morgan Stanley most likely include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Candace Burkett Work History
Candace has been registered as a financial advisor for 1 years.*
Morgan Stanley
Citigroup
Morgan Stanley
Raymond James & Associates, Inc
Apartment Solutions
Business Delivery Systems (Bds)
Raymond James Financial Services
Raymond James Financial Service Advisors
Jpmorgan Securities LLC
Am Hayden Property Management
Slim4Life
Swbc Investment Services LLC
Swbc Investment Company
Alorica
Trace Staffing
Golds Gym
Career Employment Professionals
Opt 317, LLC
Investment Professionals Inc
Texas State University/Bexar County Contractor
Wells Fargo Advisors, LLC
*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 Candace Burkett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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New York, NY
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Oakland, CA
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Walnut Creek, CA
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Pueblo, CO
Blue Bell, PA
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