Richard
Horn

Morgan Stanley

CRD#1784560
Investment Advisor
in Bethesda, MD

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About this Advisor

Richard Horn is a financial advisor based in Bethesda, Maryland with a total of 14 years of relevant experience. Horn is an advisor for Morgan Stanley. Over the course of their career, Horn has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Horn maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Maryland and Texas. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 people on staff. It administers $1 trillion in assets under management among its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types billed by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

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

Richard Horn Work History

Richard has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

1993 - Present (31 years)

Citigroup Global Markets Inc

*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 Richard Horn 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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Janelle Williams
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Calvin Mason
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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 profile-compliance@smartasset.com.

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