545 Group-Morgan Stanley

4 reviews

+1 (650) 234-5957

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2725 Sand Hill Rd Ste 200

Menlo Park, CA 94025

+1 (650) 234-5957

http://www.morganstanley.com

We help affluent people pursue ambitious goals, delivering personalized service, objective investment advice and access to the global resources and network of Morgan Stanley.

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Reviews

1.04 reviews

Sid E.

1/5/2017

We had our account here for a number of years. In my view, Morgan Stanley was not responsive when the pipeline sector began to decline in 2015. When we were critical, our concerns were addressed...

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G L.

4/12/2024

Had some administrative things to take of. My employer did business with them which is why my assets were there. They're unfriendly if your not a client and giving them 1%+ of AUM per year. To be...

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L H.

10/13/2020

Andy Chase at Morgan Stanley is unscrupulous. He signed a contract and charged double the fees and I needed to initiate litigation. He also proposed a stock that was based on a presentation to...

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Robert A.

8/3/2019

We had an account here for many years. When we hadn't gotten a statement for two years, we tried to contact our financial advisor who was based in the Salt Lake City office. It turns out that...

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Parker Bauman-Morgan Stanley

Parker Bauman-Morgan Stanley is a financial services firm based in Menlo Park, CA, specializing in investment management and wealth advisory services for individuals and businesses. With a focus on personalized financial planning and strategic investment solutions, the firm aims to help clients navigate the complexities of the financial markets and achieve their long-term financial goals. Generated from their business information

Business services, nec, nec

Maarten L Koornwinder-Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Business services, nec, nec

Christopher Hoe-Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

United States›California›Menlo Park›545 Group-Morgan Stanley

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