Surajit
Ghosh

Morgan Stanley

CRD#4901177
Investment Advisor
in Purchase, NY

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About this Advisor

Surajit Ghosh is a financial advisor who works out of Purchase, New York with a total of 14 years of industry experience. Ghosh currently works for Morgan Stanley. They have spent their complete time as a financial advisor at Morgan Stanley. Ghosh maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and New York. Morgan Stanley is a registered investment business headquartered in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It has $1 trillion in assets across its 2,233,188 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. Morgan Stanley provides 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 fee schedules are based on which services the firm provides the client. Fee types billed by Morgan Stanley can be comprised of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

14 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

2000 Westchester Avenue
Purchase, NY 10577-2530

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NY Average: 88
Total Number of Accounts

2,233,188

NY Average: 3,892
Average Account Size

$530,659

NY Average: $1,917,921

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

Surajit Ghosh Work History

Surajit has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Surajit Ghosh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Charles Doering
Walnut Creek, CA
Matthew Teems
Washington, DC
Calvin Mason
Pueblo, CO
Nancy Legg
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