Herbert
Heilmann

Morgan Stanley Investment Management Inc

CRD#4376065
Investment Advisor
in New York, NY
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About this Advisor

Herbert Heilmann is a certified financial planner and chartered financial analyst in New York, New York. Currently a registered financial advisor at Morgan Stanley Investment Management Inc, Heilmann has 11 years of professional experience in the financial advisory industry. Heilmann maintains a Series 63 license, certifying them as a securities agent. Heilmann is registered to advise customers based out of New Jersey. The advisor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Credit Suisse Securities (Usa) LLC and Morgan Stanley Distribution, Inc. Morgan Stanley Investment Management Inc is headquartered in New York, New York, and operates out of four other locations throughout the nation. In total, Morgan Stanley Investment Management Inc manages $303 billion in assets throughout 10,595 accounts and employs more than 860 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 10,584 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 10,595 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley Investment Management Inc offers portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

522 Fifth Avenue
New York, NY 10036

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Morgan Stanley Investment Management Inc Brokerage Details

Total Assets Under Management

$299,576,753,185

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

883

NY Average: 88
Total Number of Accounts

9,385

NY Average: 3,892
Average Account Size

$31,920,805

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Herbert Heilmann Work History

Herbert has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Distribution, Inc

2014 - 2015 (1 years)

Credit Suisse Securities (Usa) LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

2007 - 2014 (7 years)

Morgan Stanley & Co., Inc

Disclosures

Herbert Heilmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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