Isaac
Fried

Morgan Stanley

CRD#6853259
Investment Advisor
in Bethesda, MD

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About this Advisor

Isaac Fried is a financial advisor based out of Bethesda, Maryland with 1 year of industry experience. Fried is an employee of Morgan Stanley. During their career, the advisor has held roles at Ubs Financial Services Inc, University Of Maryland - College Park, Bullis School, Wells Fargo Advisors, Sandy Spring Builders and Morgan Stanley. Fried maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in District Of Columbia, Maryland and Texas. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It administers $1 trillion in assets across its 2,233,188 accounts, placing it among the largest firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. 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. Financial management fee schedules largely depend on the financial services offered. Fees charged by Morgan Stanley most likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

7500 Old Georgetown Road 10Th Floor
Bethesda, MD 20814

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

MD Average: 88
Total Number of Accounts

2,233,188

MD Average: 3,892
Average Account Size

$530,659

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

Isaac Fried Work History

Isaac has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2018 - 2022 (4 years)

Ubs Financial Services Inc

2018 - 2018 (< 1 year)

Ubs Financial Services Inc

2017 - 2017 (< 1 year)

Wells Fargo Advisors

2017 - 2017 (< 1 year)

Sandy Spring Builders

2014 - 2018 (4 years)

University Of Maryland - College Park

2010 - 2014 (4 years)

Bullis School

*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.

Disclosures

Please visit the SEC profile of Isaac Fried 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

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Billings, MT
Gabriel Lynn
Pasadena, CA
Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Dori Stegmann
Saint Louis, MO
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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 profile-compliance@smartasset.com.

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