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AdvisorCensus / Financial advisors / Ohio / Cincinnati, OH / Morgan Stanley

Financial advisors in Cincinnati, OH using Morgan Stanley

3 SEC-registered investment advisory firms headquartered in the Cincinnati, OH metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Cincinnati, OH ยท How this list is built

FirmCityRegistrationAssets band
Cincinnati Asset Management IncCincinnatiSEC-registered investment adviser$1 billion to $5 billion
Mbia Capital AdvisorsCincinnatiSEC-registered investment adviser$100 million to $500 million
Renaissance Investment ManagementCovingtonSEC-registered investment adviser$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Morgan Stanley nationwide

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AdvisorCensus. Financial advisors in Cincinnati, OH using Morgan Stanley. https://advisorcensus.com/advisors/oh/cincinnati/custodians/morgan-stanley
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