· 2022–2024 · DOL EFAST2
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MORGAN STANLEY INSTITUTE INV ADV LL
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
1
Active participants
2,764
Total plan assets
$742.1M
Filings (rows)
1
Direct comp
$35K
Indirect comp
$0
Other variants under "MORGAN STANLEY"
MORGAN STANLEY SMITH BARNEY
3,117
MORGAN STANLEY
2,235
MORGAN STANLEY GLOBAL
301
MORGAN STANLEY GLOBAL BANKING OPERA
207
MORGAN STANLEY INSURANCE SERVICES I
141
MORGAN STANLEY GLOBAL BANKING
135
MORGAN STANLEY WEALTH MANAGEMENT
112
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
PREMIER HEALTHCARE SOLUTIONS, INC.
PREMIER HEALTHCARE SOLUTIONS, INC. RETIREMENT SAVINGS PLAN
CHARLOTTE, NC
Advisor / Consultant
INVESTMENT ADVISOR
2,764
$742.1M
$35K
MORGAN STANLEY INVESTMENT MGMT
105
MORGAN STANLEY & CO
87
MORGAN STANLEY GLOBAL BA
73
MORGAN STANLEY INSURANCE SERVICES
59
MORGAN STANLEY GLOBAL BANKING OPS
42
MORGAN STANLEY GRAYSTONE
39
MORGAN STANLEY INS SERVICES
34
MORGAN STANLEY SMITH BARNEY HOLDING
31
MORGAN STANLEY DOMESTIC HOLDINGS
31
MORGAN STANLEY GLOBAL BANKING OPER
29
MORGAN STANLEY INS SVCS
29
MORGAN STANLEY WEALTH MGMT
27
MORGAN STANLEY GLOBAL BANKING OP
23
MORGAN STANLEY SMITH BARNEY LL
21
MORGAN STANLEY DEAN WITTER
20
MORGAN STANLEY INVESTMENT MANAGEMEN
19
MORGAN STANLEY CAPITAL MANAGEMENT
18
MORGAN STANLEY DOMESTIC
17
MORGAN STANLEY AND CO
16
MORGAN STANLEY BANK N A
14
MORGAN STANLEY GRAYSTONE CONSULTING
14
MORGAN STANLEY INSURANCE
13
MORGAN STANLEY CO
13
MORGAN STANLEY INVESTMENT MGT
12
MORGAN STANLEY DOMESTIC HOLDIN
10
MORGAN STANLEY DOMESTIC HOLDING
9
MORGAN STANLEY SMITH BARNEY HLD
8
MORGAN STANLEY SMITH
8
MORGAN STANLEY & CO INTERNATIONAL
8
MORGAN STANLEY CHEN GROUP
7
MORGAN STANLEY INVESTMENT
7
MORGAN STANLEY INSURANCE SVCS
7
MORGAN STANLEY SEAPORT GROUP
7
MORGAN STANLEY DOMESTIC HOLDINGS I
7
MORGAN STANLEY CAPITAL INTERNATIONA
7
MORGAN STANLEY AIP GP
6
MORGAN STANLEY INVESTMENTS
6
MORGAN STANLEY PRIME PROPERTY
6
MORGAN STANLEY INS SVC I
6
MORGAN STANLEY EMERGING MARKETS
6
MORGAN STANLEY/GRAYSTONE CONSULTING
5
MORGAN STANLEY AND CO INTERNATIONAL
5
MORGAN STANLEY CAPITAL MANAGE
5
MORGAN STANLEY INSTITUTE INV ADV LL — Form 5500 Service Provider Profile | Form 5500 Search
