Gerald Louis
Fils

Morgan Stanley

CRD#5063570
Investment Advisor
in Alexandria, VA

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About this Advisor

Gerald Louis Fils is a financial advisor operating out of Alexandria, Virginia who has 1 year of industry experience. Fils is on the advisory team at Morgan Stanley. Over the course of their career, they have held roles at Ubs Financial Services Inc, Purshe Kaplan Sterling Investments, Adventus Veritas LLC, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Fils has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland, Texas and Virginia. Morgan Stanley is a financial advisory business headquartered in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets among its 2,233,188 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. The firm has 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. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees charged by Morgan Stanley most likely include some combination 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

333 John Carlyle Street Suite 650
Alexandria, VA 22314

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

VA Average: 88
Total Number of Accounts

2,233,188

VA Average: 3,892
Average Account Size

$530,659

VA 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

Gerald Louis Fils Work History

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

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2022 - Present (2 years)

Morgan Stanley Private Bank, N.A

2015 - 2022 (7 years)

Purshe Kaplan Sterling Investments

2013 - 2022 (9 years)

Adventus Veritas LLC

2011 - 2015 (4 years)

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 Gerald Louis Fils 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

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Baltimore, MD
Janelle Williams
Billings, MT
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
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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