Andrew
Venrick

Morgan Stanley

CRD#7340962
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Andrew Venrick is a financial advisor based in Sioux Falls, South Dakota with 1 year of industry experience. Venrick works at Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley Smith Barney LLC, Ridge Road Hospitality, LLC, 24Seven Talent, Inc, 72Andsunny, Leverage Agency, Arsenic Media, Opendorse, Mahaska Bottling Company, Venice Ale House and Morgan Stanley Private Bank, N.A. Venrick maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in South Dakota and Texas. Morgan Stanley is a registered investment business headquartered in Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It has $1 trillion in total assets among its 2,233,188 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number of services, such as 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. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Morgan Stanley likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

300 Cherapa Place Suite 503
Sioux Falls, SD 57103

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

SD Average: 88
Total Number of Accounts

2,233,188

SD Average: 3,892
Average Account Size

$530,659

SD 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

Andrew Venrick Work History

Andrew has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2021 - Present (3 years)

Morgan Stanley Smith Barney LLC

2020 - Present (4 years)

Ridge Road Hospitality, LLC

2021 - 2021 (< 1 year)

Morgan Stanley Smith Barney LLC

2019 - 2020 (1 year)

24Seven Talent, Inc

2018 - 2019 (1 year)

72Andsunny

2018 - 2018 (< 1 year)

Leverage Agency

2016 - 2017 (1 year)

Arsenic Media

2014 - 2016 (2 years)

Opendorse

2013 - 2014 (1 year)

Mahaska Bottling Company

2011 - 2013 (2 years)

Venice Ale House

*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 Andrew Venrick 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
Johnny Williams
Columbia, SC
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
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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