Morgan Stanley

Investment Advisor
in Charlotte, NC
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About this Advisor

Julianne Grymala is an investment advisor whose office is in Charlotte, North Carolina. Currently an investment advisor at Morgan Stanley, they have accumulated 10 years of practice in the financial advisory industry. Grymala holds Series 63 and Series 66 licenses, which designate them as a securities agent. Grymala is registered to serve investors based out of Minnesota, Texas, Wisconsin and North Carolina. Over the course of their career, Grymala has held roles at Morgan Stanley Smith Barney LLC, Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Charlotte, North Carolina, and has 702 other locations in the nation. In aggregate, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 client accounts and retains more than 26,000 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley can offer 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, 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



Office Location

6101 Carnegie Blvd
Charlotte, NC 28209

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Morgan Stanley Brokerage Details

Total Assets Under Management


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


NC Average: 88
Total Number of Accounts


NC Average: 3,892
Average Account Size


NC 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

Julianne Grymala Work History

Julianne has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2013 - Present (6 years)

Morgan Stanley Smith Barney LLC

2009 - 2013 (4 years)

Morgan Stanley Smith Barney LLC

2008 - 2009 (1 year)

Smith Barney


Julianne Grymala has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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