Morgan Stanley INST Investment ADVI

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

396

Total plan assets

$224.6M

Filings (rows)

Direct comp

$50K

Indirect comp

Other variants under "MORGAN STANLEY"

MORGAN STANLEY SMITH BARNEY3,373 MORGAN STANLEY2,508 MORGAN STANLEY GLOBAL338 MORGAN STANLEY GLOBAL BANKING OPERA223 MORGAN STANLEY INSURANCE SERVICES I151 MORGAN STANLEY GLOBAL BANKING150 MORGAN STANLEY WEALTH MANAGEMENT119

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Liberty Media Corporation Liberty Media 401(k) Savings Plan · all filings	ENGLEWOOD, CO	Advisor / Consultant	217	$116.4M	$40K	$0
Liberty Media Corporation Liberty Media 401(k) Savings Plan · all filings	ENGLEWOOD, CO	Advisor / Consultant	179	$108.2M	$10K	$0