Whitney
Hawkins

Morgan Stanley

CRD#4984619
Investment Advisor
in Orlando, FL
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About this Advisor

Whitney Hawkins is a financial advisor who works out of Orlando, Florida, who has been in the advisory business for 12 years. Hawkins is currently employed by Morgan Stanley. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley and Morgan Stanley Smith Barney. Hawkins holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Morgan Stanley is an advisory business based out of Orlando, Florida. It has offices in 702 locations and a total of 26,000 financial advisors. It administers $735 billion in assets under management across its 1,724,668 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 283 charitable organizations. The advisory firm 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 charged by financial advisors are based on which services the firm provides the client. Fees billed by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

201 East Pine Street
Orlando, FL 32801

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

FL Average: 88
Total Number of Accounts

1,724,668

FL Average: 3,892
Average Account Size

$426,340

FL Average: $1,917,921

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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
  • Other

Whitney Hawkins Work History

Whitney has 12 years of experience.

2017 - Present (2 years)

Morgan Stanley

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

Whitney Hawkins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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