Charles
Sessa
Morgan Stanley
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About this Advisor
Charles Sessa is a financial advisor working out of Philadelphia, Pennsylvania with a total of 3 years of industry experience. Sessa is an employee of Morgan Stanley. Over the course of their career, they have held roles at Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Sessa holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey, Pennsylvania and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It manages $1 trillion in assets under management across its 2,233,188 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business offers 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 for financial advice usually vary depending on which services are offered. However, fees charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,185,061,196,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28,000
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2,233,188
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$530,659
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
Charles Sessa Work History
Charles has been registered as a financial advisor for 3 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Ubs Financial Services Inc
*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 Charles Sessa 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
Oak Brook, IL
Baltimore, MD
Oakland, CA
Garden City, NY
Walnut Creek, CA
New York, NY
Pueblo, CO
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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