Top Wealth + Best-in-State · rank 3 · Palo Alto, California · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY Naples, FL CRD# 149777 Registered with this firm since: 06/23/2009 B MORGAN STANLEY 1400 Page Mill Road Palo Alto, CA 94304 CRD# 149777 R” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Firm Name: MORGAN STANLEY Main Office Address: 2000 WESTCHESTER AVENUE PURCHASE, NY 10577-2530 Firm CRD#: 149777” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “B MORGAN STANLEY 1400 Page Mill Road Palo Alto, CA 94304 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- “Dan Murphy" works at "Morgan Stanley Wealth Management" and is part of "The Curtis Group at Graystone Consulting” — forbes_shook
- Team name — The Curtis Group at Graystone Consulting (high)
- “The Curtis Group at Graystone Consulting” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 2324359 (high)
- “BrokerCheck Report DANIEL WILLIAM MURPHY CRD# 2324359” — sec_finra_regulatory
- Years experience — 30 (medium)
- “B CHARLES SCHWAB & CO., INC. CRD# 5393 WESTLAKE, TX 07/1996 - 09/1998” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 50700 (high)
- “$50.7B” — forbes_shook
- Account minimum ($M) — 3 (high)
- “Minimum account size for new business: "$3M"” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “Typical net worth of relationships: "$15-35M"” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-curtis-group-11784351 (medium)
- “The Curtis Group | Palo Alto, CA | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search