Willard
Varnum

Morgan Stanley

CRD#2536807
Investment Advisor
in Raleigh, NC
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About this Advisor

Willard Varnum is a certified financial planner whose office is in Raleigh, North Carolina. Currently a registered advisor at Morgan Stanley, they have accumulated 11 years of work experience. Varnum holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Varnum is registered to operate in North Carolina and Texas. Over the course of their career, they have held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Raleigh, North Carolina, and has 702 locations throughout the country. Overall, Morgan Stanley oversees $735 billion in assets dispersed across 1,724,668 accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory 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 investable assets. Morgan Stanley can provide 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 65, 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

Yes

Office Location

3737 Glenwood Ave Suite 320
Raleigh, NC 27612

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NC Average: 88
Total Number of Accounts

1,815,592

NC Average: 3,892
Average Account Size

$401,659

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

Willard Varnum Work History

Willard has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Willard Varnum has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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