Top Wealth + Best-in-State · rank 5 · Boston, Massachusetts · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Morgan Stanley (Firm ID: 149777)” — sec_finra_regulatory
- “Victor Livingstone - Morgan Stanley Private Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley (Firm ID: 149777)” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Broker-Dealer (BD) scope: Active” — sec_finra_regulatory
- “Victor Livingstone - Morgan Stanley Private Wealth Management” — forbes_shook
- Team name — The Livingstone Condron Team (high)
- “The Livingstone Condron Team” — forbes_shook
- “The Livingstone Condron Team | Company Overview & News” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 2003245 (high)
- “CRD Number: 2003245” — sec_finra_regulatory
- Years experience — 36 (medium)
- “Series 7 (General Securities Representative) - taken 12/16/1989” — sec_finra_regulatory
- Designations — — (low)
- “Series 7 (General Securities Representative) - taken 12/16/1989” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 8400 (high)
- “Team Assets (Custodied): $8.4B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size: $10M for new business” — forbes_shook
- Typical client net worth ($M) — 100 (medium)
- “Typical Net Worth of Relationships":"$10-200M” — forbes_shook
- Client niche — endowments, foundations and ultra-high-net-worth families using an endowment-model approach (medium)
- “Institutions, Endowments, Foundations, & Ultra-High Net Worth Individuals & Families” — forbes_shook
- “We really do take a long term view and believe in the endowment model” — professional_press
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “Broker-Dealer (BD) scope: Active” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-livingstone-condron-team (high)
- “The Livingstone Condron Team | Boston, MA | Morgan Stanley Private 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 — Barron's Top 1000/1200 Financial Advisors (state-by-state), Financial Times Top 400 Financial Advisors, Forbes Best-in-State Wealth Advisors (medium)
- “Victor Livingstone Named to Barron's "Top 1000 Financial Advisors"” — general_press
- “Victor Livingstone named to The Financial Times' "Top 400 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