Top Wealth + Best-in-State · rank 1 · Aspen, Colorado · listed firm: Graystone Consulting from Morgan Stanley
Identity & firm
- Firm — Graystone Consulting from Morgan Stanley (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE"” — sec_finra_regulatory
- “Jim Detterick is a managing director, institutional consulting director and corporate client group director for Graystone Consulting, a business unit of Morgan Stanley's Corporate and Institutional Services.” — professional_press
- Parent company — Morgan Stanley (high)
- “"firmName": "MORGAN STANLEY", "firmId": 149777, "bdSECNumber": "68191", "iaSECNumber": "70103"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"}]” — sec_finra_regulatory
- Team name — Global Institutional Advisory Solutions (high)
- “Team Name: "Global Institutional Advisory Solutions"” — professional_press
- “Firm: Global Institutional Advisory Solutions” — forbes_shook
- Team size — 55 (medium)
- “Team Size: Over 55 financial professionals” — professional_press
- CRD — 2906889 (high)
- “"basicInformation": {"individualId": 2906889, "firstName": "JAMES", "middleName": "JUDD", "lastName": "DETTERICK", "otherNames": ["JAMES J DETTERICK", "JIM DETTERICK"], "bcScope": "Active", "iaScope": "Active"}” — sec_finra_regulatory
- Years experience — 29 (high)
- “"daysInIndustryCalculatedDate": "8/10/1997"” — sec_finra_regulatory
- Designations — other:CRPS, other:ARPC (medium)
- “Jim is a CRPS® (Chartered Retirement Plan Specialist) and an ARPC (Accredited Retirement Plan Consultant), and has his Series 7, 31, 63, 65 and insurance licenses.” — firm_official
Book of business
- Team AUM ($M) — 43100 (high)
- “Team Assets (Custodied): $43.1B (as of June 2025)” — forbes_shook
- Account minimum ($M) — 100 (high)
- “"Minimum account size for new business":"$100M"” — forbes_shook
- Typical client net worth ($M) — 875 (high)
- “Typical Net Worth of Relationships: $750M-1B” — forbes_shook
- Client niche — Fortune 500/1000 corporate retirement plans and large institutional family offices (medium)
- “Jim Detterick is a Managing Director and Institutional Consulting Director at Morgan Stanley responsible for managing one of the largest advisory groups within the firm, focused on consulting to Fortune 500 organizations” — firm_official
- “I lead one of the largest teams at Morgan Stanley...and run the firm's largest ERISA-focused retirement practice.” — professional_press
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://graystone.morganstanley.com/global-institutional-advisory-solutions (high)
- “Global Institutional Advisory Solutions | Graystone Consulting” — 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 — no (low)
- “Jim Detterick is a Managing Director and Institutional Consulting Director at Morgan Stanley responsible for managing one of the largest advisory groups within the firm, focused on consulting to Fortune 500 organizations” — firm_official
- Books published — 0 (low)
- “He received his undergraduate degree from Colorado State University and earned his graduate degree (MBA) from the University of Denver, Daniels College of Business.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — PLANADVISER 2024 Retirement Plan Adviser of the Year, Barron's Top 100 Institutional Consulting Teams (2018-2024) (medium)
- “# 2024 RPAY – Jim Detterick, Morgan Stanley Graystone Consulting” — professional_press
- “From 2018-2024, he has been recognized in Barron's Top 100 Institutional Consulting Teams.” — firm_official
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