Baltimore, MD Thames Street Office

Team
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

1300 Thames Street, Thames Street Wharf

Baltimore MD 21231

Advisors at this office

145

Advisors at this office

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Cole C

Series 66

Baltimore, MD

Morgan Stanley

Cole Canuel is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience in various roles including work at Premier Planning Group and MRE Capital. Outside of finance, he has experience at Bert Jabins Yacht Yard. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by proprietary tools and models. The firm manages trillions in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Terrie K

Series 66

Baltimore, MD

Morgan Stanley

Terrie Kilroy is a Series 66-licensed financial advisor at Morgan Stanley in Baltimore, MD, with nine years of experience in the industry. She has been with Morgan Stanley since 1999. Outside of her advisory role, she operates a photography business called TK Shots and works as a cosmetics consultant for Rodan and Fields. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes.

General estate planning guidance
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John C

Series 66

Baltimore, MD

Morgan Stanley

John Cantrell is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Bank of America and Alertus Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Raymond M

Series 63, Series 66

Baltimore, MD

Morgan Stanley

Raymond Mcfaul Jr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Zain W

Series 66

Baltimore, MD

Morgan Stanley

Zain Wasi is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with four years of industry experience. His prior roles include positions at T. Rowe Price and MATClinics, as well as work with the Baltimore City Health Department and Franklin & Marshall College. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment products alongside its advisory services.

General estate planning guidance
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Tyler T

Series 66

Baltimore, MD

Morgan Stanley

Tyler Tait is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held multiple roles within Morgan Stanley since 2017, including at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and financial planning services.

General estate planning guidance
user avatar

Aidan R

Series 66

Baltimore, MD

Morgan Stanley

Aidan Ryan is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience outside finance at Caves Valley Golf Club and Mothers North Grille. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers access to comprehensive investment strategies alongside its broader retail and institutional offerings.

General estate planning guidance
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Michelle O

Series 66

Baltimore, MD

Morgan Stanley

Michelle Oosterwijk is a financial advisor at Morgan Stanley in Baltimore, MD, with six years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory work, she serves on the Towson University College of Business & Economics Advisory Board, providing guidance to support the institution’s educational mission. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

General estate planning guidance
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Robert W

Series 63, Series 65

Baltimore, MD

Morgan Stanley

Robert Wehman is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analytical models.

General estate planning guidance
user avatar

Todd S

Series 66

Baltimore, MD

Morgan Stanley

Todd Sajauskas is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and previously was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Kimberly G

Series 66

Baltimore, MD

Morgan Stanley

Kimberly Gould is a financial advisor at Morgan Stanley with 15 years of experience at the firm and four years in the industry. She holds a Series 66 designation. Outside of her advisory work, she is involved with Capitol Debate Inc. and Charter Senior Living LLC, an elder care business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

General estate planning guidance
user avatar

Michael H

Series 66

Baltimore, MD

Morgan Stanley

Michael Hopkins is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 credential and over 25 years of industry experience. He has been with Morgan Stanley since 2009 and with the Morgan Stanley Services Group Inc. since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
user avatar

Bryce A

Series 66

Baltimore, MD

Morgan Stanley

Bryce Arnstein is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked in various roles including at the University of Maryland and University Recreation & Wellness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a range of advisory programs without offering individual security recommendations as part of its standalone planning service.

General estate planning guidance
user avatar

Ethan G

Series 66

Baltimore, MD

Morgan Stanley

Ethan Grandinetti is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at RBC Capital Markets and T. Rowe Price. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm‑approved tools and offers a broad range of retail and institutional investment services.

General estate planning guidance
user avatar

Patrick H

CFP®, Series 66

Baltimore, MD

Morgan Stanley

Patrick Hutchinson is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently with Morgan Stanley and has held roles at Morgan Stanley Private Bank, Commonwealth Financial Network, Severn Financial Advisors, and Cambridge Investment Research. Hutchinson is based in Baltimore, MD. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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