Vrinda
Upadhye

Morgan Stanley

CRD#4796340
Investment Advisor
in Atlanta, GA
Are you Vrinda Upadhye? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Vrinda Upadhye is a certified financial planner who works in Atlanta, Georgia, who has 10 years of professional experience. Upadhye is an advisor for Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Bny Mellon Distributors Inc, Equity Investment Corporation, Morgan Stanley and Morgan Stanley Private Bank, N.A. Upadhye maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Morgan Stanley is a firm operating out of Atlanta, Georgia. The firm has offices in 702 locations and a total of 26,000 financial advisors. It manages $735 billion in total assets between its 1,724,668 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 283 charitable organizations. Morgan Stanley provides a wide array 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. Financial management fees largely depend on which service is offered. However, fee types charged by Morgan Stanley most likely include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

3280 Peachtree Road, Ne Suite 1700
Atlanta, GA 30305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Vrinda Upadhye Work History

Vrinda has 10 years of experience.

2018 - Present (1 years)

Morgan Stanley Private Bank, N.A

2015 - Present (4 years)

Morgan Stanley

2012 - 2015 (3 years)

Bny Mellon Distributors Inc

2011 - 2015 (4 years)

Equity Investment Corporation

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2008 - 2009 (1 years)

Citigroup Global Markets Inc

Disclosures

Vrinda Upadhye has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started