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About this Advisor
Caitlin Campbell is a financial advisor based out of Skaneateles, New York who has 2 years of industry experience. Campbell is an employee of Morgan Stanley. Over the course of their career, Campbell has held roles at Stay At Home Parent and Morgan Stanley. Campbell has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Connecticut, New York and Texas. Morgan Stanley is an advisory business based out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It has $1 trillion in total assets across its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. Morgan Stanley performs a broad assortment 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 advisory services typically depend on which services the firm provides the client. However, fee types billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
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
Caitlin Campbell Work History
Caitlin has been registered as a financial advisor for 2 years.*
Stay At Home Parent
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Caitlin Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
New York, NY
Garden City, NY
Walnut Creek, CA
New York, NY
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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