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About this Advisor
Allan House is a financial advisor who works out of Baltimore, Maryland who has 4 years of industry experience. House currently works for Morgan Stanley. Throughout their career, House has worked at Brown Advisory, LLC, Morgan Stanley and Morgan Stanley Private Bank, N.A. House holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Maryland and Texas. Morgan Stanley is a financial advisory company operating out of Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It handles $1 trillion in assets across its 2,233,188 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. Morgan Stanley provides a diverse assortment 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. Financial management fees depend on the type of financial services offered. Fees charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
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
Allan House Work History
Allan has been registered as a financial advisor for 4 years.*
Morgan Stanley Private Bank, N.A
Brown Advisory, 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.
Please visit the SEC profile of Allan House 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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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 email@example.com.
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