Morgan Stanley
20400 Stevens Creek Boulevard Suite 350
Cupertino, CA (California) 95014-2298
Cupertino, CA (California) 95014-2298
Business Details
14 years Since 2001
James Herrington (Owner)
(408) 861-2100 (Fax)
Products: | Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds, Qualified Retirement Plans, Real Estate, Stocks, Tax Free Investments, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account |
Services: | Asset Management, Brokerage Services, Budgeting, Business Services, Charitable Giving, Commissions, Consultations, Debt Management, Educational Planning, Estate Planning, Family Wealth Planning, Fee-Based Services, Flat Fee Trading, Income Planning, Individual Services, Investment Planning, Long Term Planning, Personal Planning, Research, Short Term Planning, Trust Planning, Asset Protection, Commercial Services, Inheritance Planning, Personal Services, Portfolio Planning, Trust Management, Trust Services |
Certifications: | Chartered Asset Manager |
Credit Rating: | Excellent |
Sales Volume: | 10M - 20M |
Employee Size Range: | 50-99 |
Franchise/Chain: | Branch |
Number of PC's: | 10-29 |
Square Footage: | 2500-9999 |
Fortune 500: | No |
Additional Categories
Morgan Stanley is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Investment Securities
- Investment Banking And Securities Dealing > Private Investment > Investment Securities
- Portfolio Management > Financial Planning & Services
- Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
- Investment Advice > Financial Planning & Services