Answer a few questions and
get matched with an advisor.
About this Advisor
Bartholomew Wyand is a certified financial planner located in New York, New York. Currently a registered advisor with Morgan Stanley, they have accumulated 12 years of practice in the financial advisory industry. Wyand maintains Series 66 and Series 63 licenses, which designate them as a securities representative. Wyand is able to serve customers in Connecticut. Throughout their career, they have worked at Polygon Investment Partners, Self-Directed Study, Visium Asset Management, Goldman Sachs, Morgan Stanley Private Bank, N.A, Morgan Stanley and Tucker Tax LLC. Morgan Stanley is headquartered in New York, New York, and operates out of 702 additional offices throughout the United States. As a registered investment firm, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and retains more than 26,000 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Morgan Stanley can offer 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. The firm's fees may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Bartholomew Wyand Work History
Bartholomew has 12 years of experience.
Morgan Stanley Private Bank, N.A
Tucker Tax LLC
Visium Asset Management
Polygon Investment Partners
Bartholomew Wyand has no disclosures.
Please visit their SEC profile for more details.