Top Wealth + Best-in-State · rank 2 · Menlo Park, California · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- “Greg Vaughan - Morgan Stanley Private Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — 545 Group (high)
- “545 Group | Menlo Park, CA | Morgan Stanley Private Wealth Management” — firm_official
- “545 Group | Company Overview & News” — forbes_shook
- Team size — 16 (medium)
- “The 545 Group is a multi-generational team of 16 investment professionals within Morgan Stanley's Private Wealth Management division” — firm_official
- CRD — 862705 (high)
- “"individualId": 862705, "firstName": "GREGORY", "middleName": "VINTON", "lastName": "VAUGHAN"” — sec_finra_regulatory
- Years experience — 47 (high)
- “"daysInIndustryCalculatedDate": "2/25/1979"” — sec_finra_regulatory
- “"registrationBeginDate": "2/26/1979", "registrationEndDate": "2/26/1981"” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 65600 (high)
- “Team Assets (Custodied): $65.6B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size: $10M” — forbes_shook
- Typical client net worth ($M) — 150 (high)
- “Typical Household Net Worth: $125-175M” — forbes_shook
- Client niche — Silicon Valley entrepreneurs, venture capitalists, private foundations and privately controlled corporations (medium)
- “Located in Silicon Valley for over 40 years, the team has focused exclusively on the financial needs of highly accomplished entrepreneurs, venture capitalists, private foundations, and privately controlled corporations.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "iaSECNumber": "70103", "bdSECNumber": "68191"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/545-group (high)
- “545 Group | Menlo Park, CA | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — active (medium)
- “First Quarter 2025 The 545 Group Investment Insights 1” — firm_official
- “Professional Insights | 545 Group | Menlo Park, CA | Morgan Stanley Private Wealth Management” — firm_official
- Has podcast — no (low)
- “Insights and Outcomes | 545 Group | Menlo Park, CA | Morgan Stanley Private Wealth Management” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — linkedin_active (low)
- “Mark Douglass' Post - 545 Group” — social_or_third_party_db
- Press awards — Barron's #1 Private Wealth Management Team in America (4th consecutive year, 2023-2026), Barron's Top 1000 Financial Advisors, Barron's Top 10 Financial Advisors for 15 years; #1 Advisor 2009, 2011-2015, 2022 (medium)
- “Partners at 545 Group, a Morgan Stanley practice in Silicon Valley, explain why es” — professional_press
- “Gregory Vaughan Named to Barrons Top 1000 Financial Advisors” — general_press
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