Alicia
Rich

Morgan Stanley

CRD#2852134
Investment Advisor
in New York, NY
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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

Series 66

Years of Experience

12 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

1 New York Plaza
New York, NY 10004

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Alicia Rich Work History

Alicia has 12 years of experience.

2011 - Present (8 years)

Morgan Stanley

2010 - 2011 (1 year)

Morgan Stanley

2006 - 2010 (4 years)

Ubs Financial Services Inc

Disclosures

Alicia Rich has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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