Anna
Thackston

Morgan Stanley

CRD#5907520
Investment Advisor
in Mc Lean, VA

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About this Advisor

Anna Thackston is a financial advisor in Mc Lean, Virginia. Currently an advisor with Morgan Stanley, they have accumulated nine years of experience as a registered advisor. Thackston holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Thackston is able to act as a financial advisor based out of District of Columbia, Texas and Virginia. Over the course of their career, Thackston has held roles at Morgan Stanley Smtih Barney and Bb&T. Morgan Stanley is headquartered in Mc Lean, Virginia, and has 702 additional offices in the country. As an advisor firm, Morgan Stanley oversees $729 billion in assets throughout 1,815,592 accounts and retains more than 26,000 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 1,188,715 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,815,592 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley can offer 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 firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

Yes

Office Location

1650 Tysons Blvd Ste1000
Mc Lean, VA 22102

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

VA Average: 88
Total Number of Accounts

1,815,592

VA Average: 3,892
Average Account Size

$401,659

VA Average: $1,917,921

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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

Anna Thackston Work History

Anna has 10 years of experience.

2011 - Present (9 years)

Morgan Stanley Smtih Barney

2010 - 2011 (1 year)

Bb&T

Disclosures

Anna Thackston has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Christopher Felton
Pasadena, CA
Evan Silverman
Mount Laurel, NJ
Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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