Top Wealth + Best-in-State · rank 1 · Fort Lauderdale, Florida · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "11/12/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "11/12/2009"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — The Las Olas Group (high)
- “The Las Olas Group at Morgan Stanley was formed with a unique vision.” — firm_official
- Team size — 5 (medium)
- “Team Members: Trevor Fried, Bonnie Mitten, Lessette Altamiranda, Will French, Jeffrey Cole” — forbes_shook
- CRD — 5709772 (high)
- “"basicInformation": {"individualId": 5709772, "firstName": "TREVOR", "middleName": "ALEXANDER", "lastName": "FRIED", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "11/11/2009” — sec_finra_regulatory
- Years experience — 16 (high)
- “"daysInIndustryCalculatedDate": "11/11/2009"” — sec_finra_regulatory
- Designations — CFP, ChFC, other:CPM (Certified Portfolio Manager), other:DBA (medium)
- “Trevor Fried CFP®, CPM®, ChFC® - Morgan Stanley” — social_or_third_party_db
- “In 2018, Trevor earned the Certified Portfolio Manager (CPM®) designation offered jointly by Columbia University's School of Engineering and Applied Science.” — firm_official
Book of business
- Team AUM ($M) — 3200 (high)
- “Team Assets (Custodied): $3.2B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 51 (high)
- “Typical Net Worth of Relationships: $2-100M” — forbes_shook
- Client niche — high-net-worth individuals, businesses and non-profits (deliberately limited client roster) (medium)
- “We only work with a limited number of clients because we find that by maximizing our involvement, we can provide you with the attention and personalized advice that you deserve.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-las-olas-group (high)
- “The Las Olas Group | Ft Lauderdale, FL | Aventura, FL | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — The Las Olas Group at Morgan Stanley was formed with a unique vision. As sole practitioners, we previously led our own successful practices, yet we recognized that leveraging the strengths, experiences and skill sets of other top advisors would greatly benefit our clients. (high)
- “The Las Olas Group at Morgan Stanley was formed with a unique vision. As sole practitioners, we previously led our own successful practices, yet we recognized that leveraging the strengths, experiences and skill sets of ” — firm_official
- Differentiators — Team formed by merging multiple formerly independent sole practitioners, Deliberately limited client roster to maximize involvement, Self-described lifetime learners, Structured step-by-step process (introduction, discovery, plan, implementation, tracking), Two-office coverage: Ft. Lauderdale and Aventura (medium)
- “As sole practitioners, we previously led our own successful practices, yet we recognized that leveraging the strengths, experiences and skill sets of other top advisors would greatly benefit our clients.” — firm_official
- “We only work with a limited number of clients because we find that by maximizing our involvement, we can provide you with the attention and personalized advice that you deserve.” — firm_official
- Content marketing — occasional (low)
- “Monthly Newsletter” — firm_official
- Has podcast — no (medium)
- “The search results confirm that the Las Olas Group produces a newsletter, though the specific podcast and commentary content from Trevor Fried or the group were not detailed in these particular search results.” — firm_official
- Books published — 0 (low)
- “Trevor founded The Las Olas Group at Morgan Stanley in 2012 to provide comprehensive financial services. He earned his undergraduate degree in Economics from Clark University and pursued his passion for business by earni” — firm_official
- Linkedin url — https://www.linkedin.com/in/trevorfried/ (high)
- “Trevor Fried CFP®, CPM®, ChFC® - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Trevor Fried CFP®, CPM®, ChFC® - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Press awards — Barron's America's Top 1,200 Financial Advisors: State-by-State (2019-2023), Barron's Top 250 Private Wealth Management Teams (2024, 2025) — as part of The Las Olas Group, Barron's Top 1,500 Financial Advisors: State-by-State (2026) (medium)
- “"America's Top 1,200 Financial Advisors: State-by-State by Barron's" (2019, 2020, 2021, 2022, 2023)” — firm_official
- “In 2024 & 2025, The Las Olas Group was part of Barron's List of the Top 250 Private Wealth Management Teams – national list.” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “The Las Olas Group | Ft Lauderdale, FL | Aventura, FL | Morgan Stanley Wealth Management” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Morgan Stanley advisor-site template: corporate navy and white, sans-serif type, text-only team wordmark. Page assets are line-art process icons, headshots, and Forbes/Barron's award badges. (medium)
- “The Las Olas Group | Ft Lauderdale, FL | Aventura, FL | Morgan Stanley Wealth Management” — firm_official