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About this Advisor
Alicia Rich is a financial advisor who works in New York, New York, who has been in the advisory business for 12 years. Rich is currently employed by Morgan Stanley. During their career, Rich has held roles at Ubs Financial Services Inc and Morgan Stanley. Rich has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Morgan Stanley is a registered investment company that has its headquarters in New York, New York. The company has offices in 702 locations and a total of 26,000 advisors. It oversees $735 billion in total assets among its 1,724,668 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 283 charities and foundations. Morgan Stanley performs a number 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. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Morgan Stanley likely include 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
Alicia Rich Work History
Alicia has 12 years of experience.
Ubs Financial Services Inc
Alicia Rich has no disclosures.
Please visit their SEC profile for more details.