Prescott, AZ Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
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
Location
118 E. Carleton Street
Prescott AZ 86303
Advisors at this office
3
Advisors at this office
Christopher K
Series 63, Series 65
Prescott, AZ
Morgan Stanley
Christopher Kissel is a financial advisor with Morgan Stanley in Prescott, Arizona, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Kissel is involved as a partner in a real estate venture and participates in the investment committee of a technology and biotechnology company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of financial advisory and estate planning strategies.
Landon P
Series 66
Prescott, AZ
Morgan Stanley
Landon Pooley is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley since 2020, including one year at Morgan Stanley Private Bank, N.A. Pooley serves on the finance committee of the Granville Community Association, providing guidance on reserve and capital improvement expenditures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
Benjamin K
Series 66
Prescott, AZ
Morgan Stanley
Benjamin Kissel is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Target, the University of Arizona, and Troon Management's Capital Canyon Golf Course. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, providing advisory services without individual security recommendations in standalone plans.
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