Surajit
Ghosh

Morgan Stanley

CRD#4901177
Investment Advisor
in New York, NY
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About this Advisor

Surajit Ghosh is a financial advisor based out of New York, New York, who has been in the industry for 13 years. Ghosh works at Morgan Stanley. Ghosh has gained experience at Morgan Stanley & Co Inc and Morgan Stanley. Ghosh has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Morgan Stanley is a registered investment business operating in New York, New York. The company has offices in 702 locations and a total of 26,000 people on staff. It manages $735 billion in assets among its 1,724,668 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 283 charitable organizations. Morgan Stanley offers a diverse range of services, including 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 are based on the type of services. However, fee types billed by Morgan Stanley most likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

Surajit Ghosh Work History

Surajit has 13 years of experience.

2009 - Present (10 years)

Morgan Stanley

2005 - 2009 (4 years)

Morgan Stanley & Co Inc

Disclosures

Surajit Ghosh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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