Gordon
Romans

Morgan Stanley

CRD#7294614
Investment Advisor
in Bethesda, MD

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About this Advisor

Gordon Romans is a financial advisor based in Bethesda, Maryland, working with Morgan Stanley. Gordon has previously held positions at College Of Charleston, Keys Group, LLC, Jake's Seafood, WUSA9 CBS DC, Obie's By The Sea, Equitable Advisors, Morgan Stanley, and Morgan Stanley Private Bank, N.A. Gordon has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Maryland, and Texas. Currently, Gordon is part of Morgan Stanley, which operates out of Bethesda, Maryland. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

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, Performance-based Fees, Others

Office Location

7500 Old Georgetown Road 10Th Floor
Bethesda, MD 20814

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

MD Average: 88
Total Number of Accounts

2,405,783

MD Average: 3,892
Average Account Size

$582,939

MD Average: $1,917,921

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

Gordon Romans Work History

2023 - Present (1 year)

Morgan Stanley

2023 - Present (1 year)

Morgan Stanley Private Bank, N.A

2020 - 2022 (2 years)

Equitable Advisors

2018 - 2019 (1 year)

Keys Group, LLC

2017 - 2017 (< 1 year)

Obie'S By The Sea

2016 - 2016 (< 1 year)

Wusa9 Cbs Dc

2015 - 2015 (< 1 year)

Jake'S Seafood

2014 - 2014 (< 1 year)

Jake'S Seafood

2013 - 2018 (5 years)

College Of Charleston

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Disclosures

Please visit the SEC profile of Gordon Romans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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