AdvisorCensus / Financial advisors / Washington / Seattle, WA / Morgan Stanley
Financial advisors in Seattle, WA using Morgan Stanley
3 SEC-registered investment advisory firms headquartered in the Seattle, WA metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Invesco Managed Accounts, LLC | Seattle | SEC-registered investment adviser | Over $5 billion |
| Parametric Portfolio Associates | Seattle | SEC-registered investment adviser | Over $5 billion |
| Sander Capital Advisors, Inc. | Seattle | SEC-registered investment adviser | $100 million to $500 million |
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
Cite this page
AdvisorCensus. Financial advisors in Seattle, WA using Morgan Stanley. https://advisorcensus.com/advisors/wa/seattle/custodians/morgan-stanley https://advisorcensus.com/advisors/wa/seattle/custodians/morgan-stanley