Helen
Brand

Morgan Stanley

CRD#5991344
Investment Advisor
in Baltimore, MD

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About this Advisor

Helen Brand is a financial advisor working out of Baltimore, Maryland, with a total of 1 year of relevant experience. Brand is an employee of Morgan Stanley. During their career, Brand has held roles at Jp Morgan Chase Bank, N.A, Jpmorgan Chase Bank, N.A, Morgan Stanley and J.P. Morgan Securities LLC. Brand holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Morgan Stanley is a business based out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in total assets across its 2,233,188 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets. Morgan Stanley provides a diverse set 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 vary depending on which services are offered. However, fees billed by Morgan Stanley most likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

100 South Charles Street
Baltimore, MD 21201

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

MD Average: 88
Total Number of Accounts

2,233,188

MD Average: 3,892
Average Account Size

$530,659

MD 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

Helen Brand Work History

Helen has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2020 - 2022 (2 years)

Jpmorgan Chase Bank, N.A

2016 - 2020 (4 years)

Jp Morgan Chase Bank, N.A

2012 - 2022 (10 years)

J.P. Morgan Securities LLC

*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 Helen Brand 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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