Venice, FL 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
Venice FL
Advisors at this office
4
Advisors at this office
Ellen B
Series 63, Series 65
Venice, FL
Morgan Stanley
Ellen Bush is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of her advisory work, she serves on the board of directors for the Hospital and Healthcare Association of Pennsylvania and the Scranton Chamber of Commerce. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.
Scott N
Series 66
Venice, FL
Morgan Stanley
Scott Nehra is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.
James H
CFP®, Series 66
Venice, FL
Morgan Stanley
James Huck is a CFP® professional with 25 years of industry experience, currently serving at Morgan Stanley in Venice, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as treasurer and a member of the finance committee for Spring Meadows Country Club in Linden, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
John M
CFP®, Series 63, Series 65
Venice, FL
Morgan Stanley
John Moses is a Certified Financial Planner (CFP®) with 46 years of experience in the financial industry. He is currently affiliated with Morgan Stanley, where he has worked since 2021, including positions at Morgan Stanley Private Bank, N.A. Outside of his advisory work, John writes and performs music, practicing piano as a personal pursuit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
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