Wendy
Mitchell

Morgan Stanley

CRD#6087874
Investment Advisor
in Latham, NY

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About this Advisor

Wendy Mitchell is a financial advisor based in Latham, New York, who has been in the industry for 21 years. Mitchell is on the advisory team at Morgan Stanley. Throughout their career, Mitchell has worked at Morgan Stanley, Wells Fargo and First Niagara. Mitchell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Connecticut and Texas. Morgan Stanley is a company that has its headquarters in Latham, New York. It has offices in 726 locations and a total of 25,600 advisors. It has $904 billion in assets across its 1,863,328 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. 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. Financial management fees largely depend on the type of services provided. However, fees charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

21 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

1212 Troy Schenectady Road
Latham, NY 12110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

NY Average: 88
Total Number of Accounts

1,863,328

NY Average: 3,892
Average Account Size

$485,315

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

Wendy Mitchell Work History

Wendy has 21 years of experience.

2017 - Present (4 years)

Morgan Stanley

2012 - 2017 (5 years)

Wells Fargo

1999 - 2012 (13 years)

First Niagara

Disclosures

Wendy Mitchell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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