Evan
Long

Morgan Stanley

CRD#6267040
Investment Advisor
in Albuquerque, NM

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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

Series 63, Series 65

Years of Experience

11 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

6565 America'S Parkway Ne Ste 400
Albuquerque, NM 87110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

NM Average: 88
Total Number of Accounts

1,863,328

NM Average: 3,892
Average Account Size

$485,315

NM Average: $1,917,921

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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
  • Other

Evan Long Work History

Evan has 11 years of experience.

2017 - Present (4 years)

Morgan Stanley Private Bank, National Association

2016 - Present (5 years)

Morgan Stanley

2015 - 2016 (1 year)

Compass Bank

2015 - 2016 (1 year)

Bbva Securities Inc

2015 - 2016 (1 year)

Bbva Compass Insurance Agency, Inc

2013 - 2015 (2 years)

Axa Advisors

2009 - 2013 (4 years)

Lowes

Disclosures

Evan Long 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.

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