Nathan
Clements

Morgan Stanley

CRD#4083774
Investment Advisor
in New York, NY
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About this Advisor

Nathan Clements is a financial advisor based out of New York, New York, who has 19 years of experience as a financial advisor. Clements currently works for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Services Group Inc, Citigroup Global Markets Inc and Morgan Stanley. Clements maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington and D.c.. Morgan Stanley is a financial advisory firm headquartered in New York, New York. The firm has offices in 702 locations and a total of 26,000 advisors. It has $735 billion in assets under management among its 1,724,668 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 283 charitable organizations. The company offers 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 charged by financial advisors largely depend on the financial services. However, fees billed by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

19 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

Nathan Clements Work History

Nathan has 19 years of experience.

2017 - Present (2 years)

Morgan Stanley Services Group Inc

2009 - Present (10 years)

Morgan Stanley

1999 - 2009 (10 years)

Citigroup Global Markets Inc

Disclosures

Nathan Clements has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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