Valerie
Newman
Morgan Stanley
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About this Advisor
Valerie Newman is a financial advisor working in Omaha, Nebraska with a total of 2 years of relevant experience. Newman works at Morgan Stanley. The advisor has gained experience at Morgan Stanley Smith Barney LLC, Elder Law Of Omaha, Nebraska Air National Guard, Fidelity National Title Group, United States Air Force and Morgan Stanley Private Bank, N.A. Newman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska and Texas. Morgan Stanley is a financial advisory business that has its headquarters 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 assets under management between its 2,233,188 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Morgan Stanley has a wide set 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. Fees for financial advisory services usually depend on the services offered. Fee types billed by Morgan Stanley can include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Valerie Newman Work History
Valerie has been registered as a financial advisor for 2 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Nebraska Air National Guard
Morgan Stanley Smith Barney LLC
Elder Law Of Omaha
Nebraska Air National Guard
Fidelity National Title Group
United States Air Force
*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 Valerie Newman 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
New York, NY
Saint Louis, MO
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Columbia, SC
Pueblo, CO
Blue Bell, PA
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.
