Austin
Graham
Morgan Stanley
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About this Advisor
Austin Graham is a financial advisor operating out of Charleston, South Carolina who has 1 year of relevant experience. Graham currently works for Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley, New York Mets, Homeadvisor, Lieberman And Lebovit Attorneys At Law, No Limit Ballers Lacrosse Club, Manhattan Beer Distributor, Wilkens Fruit And Fir Farm and Suny Plattsburgh. Graham maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina. Morgan Stanley is a registered investment company operating out of 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, placing it among the biggest investment advisory firms in the nation 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 clients who have greater than $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. Fees charged by financial advisors are based on the financial services provided. However, fee types billed by Morgan Stanley can 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
$1,185,061,196,999
28,000
2,233,188
$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
Austin Graham Work History
Austin has been registered as a financial advisor for 1 years.*
Morgan Stanley
New York Mets
Homeadvisor
Lieberman And Lebovit Attorneys At Law
No Limit Ballers Lacrosse Club
Manhattan Beer Distributor
Suny Plattsburgh
Wilkens Fruit And Fir Farm
*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 Austin Graham 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
New York, NY
New York, NY
Oakland, CA
Garden City, NY
Walnut Creek, CA
Baltimore, MD
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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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.
