Morgan Stanley Wealth Management
- Addresses
-
101 PARK AVENUE - 24TH FLOOR, NEW YORK, NY 10178
1290 ave of the americas, new york, NY 10104
1500 MAIN ST, SPRINGFIELD, MA 01115
1585 BROADWAY, NEW YORK, NY 10019
1585 BROADWAY, NEW YORK, NY 10036
1999 Avenue of the Stars Suite 240, LOS ANGELES, CA 90067
21650 Oxnard Street Suite 1800, WOODLAND HILLS, CA 91367
225 108TH AVE NE SUITE 800, BELLEVUE, WA 98004
225 W SANTA CLARA ST STE 900, SAN JOSE, CA 95113
+13 more - Service
- 0
- Total reported
- $12,055,496
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2025 | RANDALL DICK J AND CAROLYN L FDN | INVESTMENT SERVICES | SAN JOSE, CA | $163,635 | view original ↗ |
| 2025 | ALFRED AND ADELE OLEJARZ MEMORIAL CHARITABLE TRUST 3045009325 | INVESTMENT SERVICES | NEW YORK, NY | $104,151 | view original ↗ |
| 2025 | HANNELORE P RIMLINGER CHARITABLE TR | PORTFOLIO MANANGEMEN | PARAMUS, NJ | $80,424 | view original ↗ |
| 2025 | PHILIP COHEN SCHOLARSHIP TR BO UNLV | INVESTMENT SERVICES | LAS VEGAS, NV | $65,025 | view original ↗ |
| 2024 | ALFRED E MANN CHARITIES INC | Advisory | LOS ANGELES, CA | $232,740 | view original ↗ |
| 2024 | THE APPLEBAUM FOUNDATION INC | INVESTMENT MGMT & CUSTODIAN SERVICES | NEW YORK, NY | $227,370 | view original ↗ |
| 2024 | DAVIS ELKINS FOUNDATION UA 09202013 | INVESTMENT MANAGEMEN | ALEXANDRIA, VA | $199,884 | view original ↗ |
| 2024 | VATTIKUTI FOUNDATION | INVESTMENT MANAGEMENT | BIRMINGHAM, MI | $181,244 | view original ↗ |
| 2024 | SEATTLE PUBLIC LIBRARY FOUNDATION | INVESTMENT ADVISORS | KIRKLAND, WA | $155,664 | view original ↗ |
| 2024 | LILIAN AND EARL BETTINGER CHAR TR | INVESTMENT MANAGER | ASHVILLE, NC | $149,703 | view original ↗ |
| 2024 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT SERVICES | NEWTOWN SQUARE, PA | $117,394 | view original ↗ |
| 2024 | PHILIP COHEN SCHOLARSHIP TR BO UNLV | INVESTMENT SERVICES | LAS VEGAS, NV | $60,783 | view original ↗ |
| 2024 | BELL FAMILY FOUNDATION | 0 | SPRINGFIELD, MA | $16,250 | view original ↗ |
| 2024 | ALFRED AND ADELE OLEJARZ MEMORIAL CHARITABLE TRUST 3045009325 | INVESTMENT SERVICES | NEW YORK, NY | $0 | view original ↗ |
| 2024 | RANDALL DICK J AND CAROLYN L FDN | INVESTMENT SERVICES | SAN JOSE, CA | $0 | view original ↗ |
| 2023 | THE APPLEBAUM FOUNDATION INC | INVESTMENT MGMT & CUSTODIAN SERVICES | NEW YORK, NY | $211,896 | view original ↗ |
| 2023 | DAVIS ELKINS FOUNDATION UA 09202013 | INVESTMENT MANAGEMEN | ALEXANDRIA, VA | $171,122 | view original ↗ |
| 2023 | VATTIKUTI FOUNDATION | INVESTMENT MANAGEMENT | BIRMINGHAM, MI | $161,920 | view original ↗ |
| 2023 | LILIAN AND EARL BETTINGER CHAR TR | INVESTMENT MANAGER | ASHVILLE, NC | $157,648 | view original ↗ |
| 2023 | RANDALL DICK J AND CAROLYN L FDN | INVESTMENT SERVICES | SAN JOSE, CA | $138,321 | view original ↗ |
| 2023 | SEATTLE PUBLIC LIBRARY FOUNDATION | INVESTMENT ADVISORS | KIRKLAND, WA | $122,191 | view original ↗ |
| 2023 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT SERVICES | NEWTOWN SQUARE, PA | $96,228 | view original ↗ |
| 2023 | ALFRED AND ADELE OLEJARZ MEMORIAL CHARITABLE TRUST 3045009325 | INVESTMENT SERVICES | NEW YORK, NY | $91,763 | view original ↗ |
| 2023 | JEFFREY AND LESLIE FISCHER FAMILYFOUNDATION | INVESTMENT ADVISORY | new york, NY | $74,461 | view original ↗ |
| 2023 | ALFRED E MANN CHARITIES INC | Advisory | LOS ANGELES, CA | $73,659 | view original ↗ |
| 2023 | ALFRED E MANN CHARITIES INC | Advisory | WOODLAND HILLS, CA | $30,037 | view original ↗ |
| 2023 | BELL FAMILY FOUNDATION | 0 | SPRINGFIELD, MA | $15,445 | view original ↗ |
| 2023 | PHILIP COHEN SCHOLARSHIP TR BO UNLV | INVESTMENT SERVICES | LAS VEGAS, NV | $0 | view original ↗ |
| 2022 | THE APPLEBAUM FOUNDATION INC | INVESTMENT MGMT & CUSTODIAN SERVICES | NEW YORK, NY | $184,508 | view original ↗ |
| 2022 | VATTIKUTI FOUNDATION | INVESTMENT MANAGEMENT | BIRMINGHAM, MI | $168,519 | view original ↗ |
| 2022 | DAVIS ELKINS FOUNDATION UA 09202013 | INVESTMENT MANAGEMEN | ALEXANDRIA, VA | $165,846 | view original ↗ |
| 2022 | RANDALL DICK J AND CAROLYN L FDN | INVESTMENT SERVICES | SAN JOSE, CA | $145,596 | view original ↗ |
| 2022 | SEATTLE PUBLIC LIBRARY FOUNDATION | INVESTMENT ADVISORS | KIRKLAND, WA | $143,947 | view original ↗ |
| 2022 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEWTOWN SQUARE, PA | $105,540 | view original ↗ |
| 2022 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEWTOWN SQUARE, PA | $105,540 | view original ↗ |
| 2022 | PHILIP COHEN SCHOLARSHIP TR BO UNLV | INVESTMENT SERVICES | LAS VEGAS, NV | $56,122 | view original ↗ |
| 2021 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | INVEST. MANAGEMENT | NEW YORK, NY | $1,976,757 | view original ↗ |
| 2021 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | INVEST. MANAGEMENT | NEW YORK, NY | $1,976,757 | view original ↗ |
| 2021 | SEATTLE PUBLIC LIBRARY FOUNDATION | INVESTMENT MANAGEMENT | BELLEVUE, WA | $152,685 | view original ↗ |
| 2021 | VATTIKUTI FOUNDATION | INVESTMENT MANAGEMENT | BIRMINGHAM, MI | $137,075 | view original ↗ |
| 2021 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEWTOWN SQUARE, PA | $124,294 | view original ↗ |
| 2021 | RANDALL DICK J AND CAROLYN L FDN | INVESTMENT SERVICES | SAN JOSE, CA | $108,854 | view original ↗ |
| 2021 | ALFRED AND ADELE OLEJARZ MEMORIAL CHARITABLE TRUST 3045009325 | INVESTMENT SERVICES | NEW YORK, NY | $77,738 | view original ↗ |
| 2021 | PHILIP COHEN SCHOLARSHIP TR BO UNLV | INVESTMENT SERVICES | LAS VEGAS, NV | $56,048 | view original ↗ |
| 2020 | MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND | Investment advisory fees | Bloomfield Hills, MI | $347,973 | view original ↗ |
| 2020 | DAVIS ELKINS FOUNDATION UA 09202013 | INVESTMENT MANAGEMEN | ALEXANDRIA, VA | $151,412 | view original ↗ |
| 2020 | SEATTLE PUBLIC LIBRARY FOUNDATION | INVESTMENT MANAGEMENT | BELLEVUE, WA | $126,255 | view original ↗ |
| 2020 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEWTOWN SQUARE, PA | $122,472 | view original ↗ |
| 2020 | PHILIP COHEN SCHOLARSHIP TR BO UNLV | INVESTMENT SERVICES | LAS VEGAS, NV | $53,446 | view original ↗ |
| 2019 | MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND | Investment advisory fees | Bloomfield Hills, MI | $340,024 | view original ↗ |
| 2019 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEWTOWN SQUARE, PA | $118,261 | view original ↗ |
| 2019 | SEATTLE PUBLIC LIBRARY FOUNDATION | INVESTMENT MANAGEMENT | BELLEVUE, WA | $102,146 | view original ↗ |
| 2019 | GERSTNER FAMILY FOUNDATION | INVESTMENT MANAGEMENT AND ADVISORY | NEW YORK, NY | $73,874 | view original ↗ |
| 2018 | MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND | Investment advisory fees | Bloomfield Hills, MI | $330,066 | view original ↗ |
| 2018 | LEO AND PEGGY PIERCE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEWTOWN SQUARE, PA | $143,163 | view original ↗ |
| 2018 | SEATTLE PUBLIC LIBRARY FOUNDATION | INVESTMENT MANAGEMENT | BELLEVUE, WA | $128,548 | view original ↗ |
| 2017 | WYANDOTTE HEALTH FOUNDATION | Investment management | Kansas City, MO | $50,936 | view original ↗ |
| 2016 | WYANDOTTE HEALTH FOUNDATION | Investment management | Kansas City, MO | $194,090 | view original ↗ |
| 2015 | WYANDOTTE HEALTH FOUNDATION | Investment management | Kansas City, MO | $206,621 | view original ↗ |
| 2014 | WYANDOTTE HEALTH FOUNDATION | Investment management | Kansas City, MO | $236,186 | view original ↗ |
| 2013 | DESALES UNIVERSITY | Investment consultant | $329,912 | view original ↗ | |
| 2013 | WYANDOTTE HEALTH FOUNDATION | Investment management | Kansas City | $215,327 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.