Miami Beach, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,772,977,986,826
ClientsTotal clients
2,644,338
AdvisorsAdvisors at this office
3
Of 23,190 advisors across 1,023 offices
Location
Miami Beach FL
Advisors at this office
3
Advisors at this office
Harvey K
Series 63, Series 65
Miami Beach, FL
Morgan Stanley
Harvey Kadden is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as a trustee for several investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and market outlooks.
Brian R
Series 63, Series 65
Miami Beach, FL
Morgan Stanley
Brian Rothman is a financial advisor with Morgan Stanley in Miami Beach, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously spent 23 years with Mercer Allied Company. Outside of his advisory role, Rothman is a partner at Warren Boys Pharma LLC, an investment and finance company based in New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and investment committee insights.
Laura C
Series 66
Miami Beach, FL
Morgan Stanley
Laura Chen is a Series 66 licensed financial advisor with Morgan Stanley in Miami Beach, FL, with 12 years of industry experience. She has been with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.
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