Sylvia
Habib

Morgan Stanley

CRD#2486658
Investment Advisor
in Bethesda, MD

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About this Advisor

Sylvia Habib is a financial advisor who works out of Bethesda, Maryland with a total of 9 years of relevant experience. Habib works at Morgan Stanley. Over the course of their career, Habib has held roles at Montgomery County Public Schools, Capital One Bank, N.A and Morgan Stanley. Habib maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland and Texas. Morgan Stanley is a financial advisory firm headquartered in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in total assets among its 2,233,188 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company provides a diverse range 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 usually are based on which service is provided. However, fees charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 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

Sylvia Habib Work History

Sylvia has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Morgan Stanley

2014 - 2014 (< 1 year)

Capital One Bank, N.A

2013 - 2015 (2 years)

Montgomery County Public Schools

*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 Sylvia Habib 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

Seth Hart
New York, NY
Beth Prospero
Jersey City, NJ
Ellen Spitz
Garden City, NY
Margret Birch
Oak Brook, IL
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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