John
Routh

Morgan Stanley

CRD#1013391
Investment Advisor
in Charleston, SC

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About this Advisor

John Routh is a financial advisor based in Charleston, South Carolina, working with Morgan Stanley. John has previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and South Carolina. Currently, John is part of Morgan Stanley, which operates out of Charleston, South Carolina. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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, Performance-based Fees, Others

Office Location

850 Morrison Drive Suite 800
Charleston, SC 29403

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

SC Average: 88
Total Number of Accounts

2,405,783

SC Average: 3,892
Average Account Size

$582,939

SC 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

John Routh Work History

2017 - Present (7 years)

Morgan Stanley

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2012 - 2017 (5 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of John Routh 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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