Morgan Stanley
CRD#5010798
Investment Advisor
in Sheridan, WY
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About this Advisor
Adrienne Lewallen is a financial advisor who works out of Sheridan, Wyoming with a total of 6 years of industry experience. Lewallen currently works for Morgan Stanley. They have been employed by Morgan Stanley for their complete career. Lewallen has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Wyoming.Morgan Stanley is an advisory firm based in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets between its 2,233,188 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Morgan Stanley performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually are based on the type of services. Fee types charged by Morgan Stanley can include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Series 66
Years Registered*
6 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other
Fee Structure
Percentage of Assets, Fixed Fees, Commissions, Others
Office Location
135 North Main Street
Sheridan, WY 82801
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Morgan Stanley Brokerage Details
Total Assets Under Management
$1,185,061,196,999
WY Average: $7,464,549,021
Total Number of Employees
28,000
WY Average: 88
Total Number of Accounts
2,233,188
WY Average: 3,892
Average Account Size
$530,659
WY Average: $1,917,921
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Adrienne Lewallen Work History
Adrienne has been registered as a financial advisor for 6 years.*
2009 - Present (15 years)
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adrienne Lewallen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Learn more about Morgan Stanley
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