Barbara
Stenson

Morgan Stanley

CRD#4642553
Investment Advisor
in Farmington, MI

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About this Advisor

Barbara Stenson is a financial advisor based in Farmington, Michigan with 13 years of industry experience. Stenson currently works for Morgan Stanley. They have spent all of their career at Morgan Stanley. Stenson has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Michigan and Texas. Morgan Stanley is a firm based in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in total assets between its 2,233,188 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. The company offers a wide array 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. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees billed by Morgan Stanley can include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 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

35055 West Twelve Mile Road Suite 101
Farmington, MI 48331

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

MI Average: 88
Total Number of Accounts

2,233,188

MI Average: 3,892
Average Account Size

$530,659

MI 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

Barbara Stenson Work History

Barbara has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Morgan Stanley Smith Barney

*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 Barbara Stenson 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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Justin Yip
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Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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