Thomas
Carey

Morgan Stanley

CRD#6235340
Investment Advisor
in New York, NY

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About this Advisor

Thomas Carey is a financial advisor working in New York, New York, who has been in the industry for 10 years. Carey works at Morgan Stanley. Their career trajectory has included roles at Holm & O'Hara Llp, Morgan Stanley and Morgan Stanley Private Bank, N.A. Carey holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey, New York and Texas. Morgan Stanley is a company that has its headquarters in New York, New York. It has offices in 732 locations and a total of 26,500 advisors. It manages $1 trillion in total assets between its 2,129,899 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 6,380 charities and foundations. Of its 2,129,899 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs 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 typically are based on which services the firm provides the client. Fees charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

55 East 52Nd Street 29Th Floor
New York, NY 10055

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

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

26,500

NY Average: 88
Total Number of Accounts

2,129,899

NY Average: 3,892
Average Account Size

$615,961

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

Thomas Carey Work History

Thomas has 10 years of experience.

2018 - Present (4 years)

Morgan Stanley Private Bank, N.A

2013 - Present (9 years)

Morgan Stanley

2012 - 2013 (1 year)

Holm & O'Hara Llp

Disclosures

Thomas Carey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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