Carolyn
Bradley

Morgan Stanley

CRD#6278386
Investment Advisor
in Philadelphia, PA

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About this Advisor

Carolyn Bradley is a financial advisor operating in Philadelphia, Pennsylvania, with a total of 3 years of relevant experience. Bradley is currently employed by Morgan Stanley. Over the course of their career, Bradley has held roles at Ubs, Pls Logistics, Northwestern Mutual, University Of Pittsburgh, University Of Pittsburgh Endocrinology Department, Chester County Intermediate Unit, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bradley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania and Texas. Morgan Stanley is a financial advisory business based out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in total assets between its 2,233,188 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Morgan Stanley performs 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 fees largely vary depending on the type of services. Fees charged by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

1650 Market Street 42Nd Floor
Philadelphia, PA 19103

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

PA Average: 88
Total Number of Accounts

2,233,188

PA Average: 3,892
Average Account Size

$530,659

PA 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

Carolyn Bradley Work History

Carolyn has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2020 - Present (4 years)

Morgan Stanley Smith Barney LLC

2016 - 2020 (4 years)

Ubs

2015 - 2016 (1 year)

Pls Logistics

2014 - 2015 (1 year)

Northwestern Mutual

2013 - 2013 (< 1 year)

University Of Pittsburgh

2011 - 2013 (2 years)

University Of Pittsburgh Endocrinology Department

2011 - 2013 (2 years)

Chester County Intermediate Unit

2010 - 2014 (4 years)

University Of Pittsburgh

*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 Carolyn Bradley 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

Daniel Evans
New York, NY
Johnny Williams
Columbia, SC
Russell Huebschle
Oakland, CA
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
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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