About this Advisor
Vikram Srinivasan is an advisor who lives in Baltimore, Maryland. Currently a registered financial advisor with Morgan Stanley, Srinivasan has 10 years of practice as a registered investment advisor. Srinivasan has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Srinivasan can act as an advisor in Maryland. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Dunkin Donuts, Atrium Staffing, Best Buy, Zoetis, Wawa, Rutgers, Bank Of America, N.A and Morgan Stanley. Morgan Stanley is headquartered in Baltimore, Maryland, and operates out of 726 other brick-and-mortar locations in the nation. In total, Morgan Stanley oversees $904 billion in assets across 1,863,328 accounts and retains more than 25,600 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 1,273,068 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Morgan Stanley can offer 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 firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Vikram Srinivasan Work History
Vikram has 10 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Vikram Srinivasan has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.