About this Advisor
Evan Long is a financial advisor working in Albuquerque, New Mexico, who has been in the advisory business for 11 years. Long is on the advisory team at Morgan Stanley. Over the course of their career, Long has held roles at Compass Bank, Bbva Securities Inc, Axa Advisors, Lowes, Bbva Compass Insurance Agency, Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Long maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Mexico and Texas. Morgan Stanley is an advisory company operating in Albuquerque, New Mexico. The company has offices in 726 locations and a total of 25,600 employees. It has $904 billion in total assets across its 1,863,328 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 313 charitable organizations. Of its 1,863,328 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. Morgan Stanley performs a broad 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 typically depend on the financial services provided. However, fees billed by Morgan Stanley likely are comprised of some blend of 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
Evan Long Work History
Evan has 11 years of experience.
Morgan Stanley Private Bank, National Association
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Evan Long has no disclosures.
Please visit their SEC profile for more details.
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