Tariq
Evans

Morgan Stanley

CRD#5336167
Investment Advisor
in New York, NY
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About this Advisor

Tariq Evans is a certified financial planner based in New York, New York, who has been in the industry for 11 years. Evans currently works for Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Private Bank, National Association, The Vanguard Group, Inc, Amway and Morgan Stanley. Evans holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Connecticut and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in New York, New York. The company has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in assets among its 1,724,668 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 283 charitable organizations. Morgan Stanley has a number 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. A financial advisor's fees depend on the financial services offered. Fee types charged by Morgan Stanley likely consist of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

One Penn Plaza 43Rd Floor
New York, NY 10119

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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

Tariq Evans Work History

Tariq has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2011 - 2013 (2 years)

Amway

2007 - 2017 (10 years)

The Vanguard Group, Inc

Disclosures

Tariq Evans has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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