Nathanial
Ott

Morgan Stanley

CRD#6304055
Investment Advisor
in Columbus, OH

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About this Advisor

Nathanial Ott is a financial advisor working out of Columbus, Ohio, with 5 years of industry experience. Ott works at Morgan Stanley. Throughout their career, they have worked at Morgan Stanley Smith Barney and Ohio State University. Ott maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Ohio and Texas. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 employees. It oversees $1 trillion in assets under management across its 2,233,188 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth clients who have more 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

4343 Easton Commons
Columbus, OH 43219

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

OH Average: 88
Total Number of Accounts

2,233,188

OH Average: 3,892
Average Account Size

$530,659

OH 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

Nathanial Ott Work History

Nathanial has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Morgan Stanley Smith Barney

2011 - 2013 (2 years)

Ohio State University

*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 Nathanial Ott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Janelle Williams
Billings, MT
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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