Top Wealth + Best-in-State · rank 7 · Palm Beach, Florida · listed firm: Morgan Stanley Private Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “JAMES MICHAEL MORIARITY” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.” — firm_official
- Firm type — wirehouse (high)
- “JAMES MICHAEL MORIARITY - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Team name — Moriarity DeHond Mulka & Scherer (high)
- “Moriarity DeHond Mulka & Scherer | Chicago, IL | Morgan Stanley Private Wealth Management” — firm_official
- Team size — 4 (medium)
- “Jim Moriarity has over 33 years of experience working with ultra high net worth families and individuals.…” — forbes_shook
- CRD — 2263987 (high)
- “JAMES MICHAEL MORIARITY - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Years experience — 33 (high)
- “Jim Moriarity has over 33 years of experience working with ultra high net worth families and individuals.…” — forbes_shook
- Designations — — (medium)
- “James Moriarity is a Managing Director and Private Wealth Advisor of The Moriarity/DeHond/Mulka Group at Morgan Stanley with over 25 years of experience in the financial services industry.” — social_or_third_party_db
Book of business
- Team AUM ($M) — 4500 (high)
- “Team Assets (Custodied)": "$4.5B” — forbes_shook
- Account minimum ($M) — 20 (high)
- “Minimum account size for new business": "$20M” — forbes_shook
- Typical client net worth ($M) — 90 (high)
- “Typical Net Worth of Relationships": "$30-150M” — forbes_shook
- Client niche — ultra-high-net-worth entrepreneurs and corporate leaders with concentrated equity positions (high)
- “a select group of ultra-high-net-worth entrepreneurs, corporate leaders, and their families and foundations — generally those with $25 million or more in investable assets.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (low)
- “JAMES MICHAEL MORIARITY - Broker at MORGAN STANLEY” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/moriarity-dehond-mulka-scherer (high)
- “Moriarity DeHond Mulka & Scherer | Chicago, IL | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — We deliver the experience, knowledge and resources needed to help you create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations. (high)
- “We deliver the experience, knowledge and resources needed to help you create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.” — firm_official
- Differentiators — Boutique group inside a global firm, Open-architecture platform with access to firm-wide intellectual capital, Precisely tailored investment strategies, Tax-efficient diversification of concentrated public and private equity positions, Family governance and legacy planning to empower rather than entitle heirs (high)
- “Open-architecture platform and access to the vast resources and intellectual capital of the firm” — firm_official
- “A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.” — firm_official
- Content marketing — occasional (medium)
- “Professional Insights | Moriarity DeHond Mulka & Scherer | Chicago, IL | Morgan Stanley Private Wealth Management” — firm_official
- Has podcast — no (high)
- “Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth.” — firm_official
- Books published — 0 (medium)
- “After graduating in 1984 from the University of Notre Dame with a BBA, Jim spent nearly 10 years in the technology industry.” — forbes_shook
- Linkedin url — gap: not_found_after_search
- Social presence — none (medium)
- “Moriarity DeHond Mulka & Scherer | Chicago, IL | Morgan Stanley Private Wealth Management” — firm_official
- Press awards — Barron's Top 1,200 Financial Advisors (team member Brad DeHond, 2024), Forbes profile feature: 'Advisor Approaches Three Decades At Morgan Stanley After Taking Pay Cut To Join Advisor Ranks' (2021) (medium)
- “We're attracted to bond yields so that we have a source of dry powder, so that when we get the next leg down we can take that money out of fixed income and exploit equity weakness.” — professional_press
Visual brand
- Has distinct logo — no (high)
- Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
- Visual brand notes — Morgan Stanley corporate template: navy and white, clean sans-serif type, wide cityscape hero photography and formal square headshots. No team-specific palette or mark. (high)
