Gita
Narayanan

Morgan Stanley

CRD#5141193
Investment Advisor
in Atlanta, GA
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About this Advisor

Gita Narayanan is a certified financial planner based out of Atlanta, Georgia, who has been in the financial industry for 11 years. Narayanan currently works for Morgan Stanley. Their career trajectory has included roles at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Narayanan holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Georgia. Morgan Stanley is a firm that has its headquarters in Atlanta, Georgia. The firm has offices in 702 locations and a total of 26,000 employees. It handles $735 billion in assets across its 1,724,668 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 283 charities and foundations. The company has 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 usually are based on which services the firm provides the client. Fee types billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

5565 Glenridge Connector Ne Suite 1900
Atlanta, GA 30342

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA 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

Gita Narayanan Work History

Gita has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2014 - Present (5 years)

Morgan Stanley

2007 - 2014 (7 years)

Ubs Financial Services Inc

Disclosures

Gita Narayanan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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