Vikram
Srinivasan

Morgan Stanley

CRD#6425647
Investment Advisor
in Baltimore, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

100 South Charles Street
Baltimore, MD 21201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

MD Average: 88
Total Number of Accounts

1,863,328

MD Average: 3,892
Average Account Size

$485,315

MD Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Vikram Srinivasan Work History

Vikram has 10 years of experience.

2018 - Present (3 years)

Morgan Stanley

2015 - 2018 (3 years)

Bank Of America, N.A

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Dunkin Donuts

2014 - 2014 (< 1 year)

Atrium Staffing

2013 - 2014 (1 year)

Best Buy

2013 - 2013 (< 1 year)

Zoetis

2011 - 2012 (1 year)

Wawa

2010 - 2014 (4 years)

Rutgers

Disclosures

Vikram Srinivasan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started