• Morgan Stanley
  •  Overview
  • Last Modified:
  • May 27, 2025
  • Company type:
  • Public
  • Industry:
  • Financial Services
  • Verified:
  • No
  • No of Employees:
  • 50 001 - 100 000
  • Stock Code:
  • MS
  • Download
  • Signed Health Status Declaration Form
  • Turnover $50m + ?:
  • Yes
  • Headquarters:
  • New York
  • Public Interest Score:
  • 750+

 

  • Morgan Stanley
  • General Information

Description

Morgan Stanley is a global financial services firm headquartered in New York City.

It provides investment banking, wealth management, asset management, and trading services to corporations, governments, institutions, and individuals.

The firm was founded in 1935 and has grown into a major player in the financial industry, with offices in 41 countries and over 80,000 employees.

Morgan Stanley operates through three main business segments:

  1. Institutional Securities – This segment serves corporations, governments, and financial institutions. It includes:
    • Investment banking services such as capital raising and financial advisory (mergers, acquisitions, restructurings).
    • Sales and trading of equity securities, fixed income products, foreign exchange, and commodities.
    • Prime brokerage and corporate lending activities.
  2. Wealth Management – This segment caters to individuals, small businesses, and institutions. It offers:
    • Brokerage and investment advisory services.
    • Market-making activities in fixed income securities.
    • Financial and wealth planning services, including annuities, insurance, and credit products.
  3. Investment Management – This segment provides asset management services to institutions and individuals. It includes:
    • Traditional asset management (equity, fixed income, liquidity, alternatives).
    • Merchant banking and real estate investing.
James Gorman:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Edward Pick:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Thomas Glocer:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Robert Herz:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Erika James:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Hironori Kamezawa:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Shelley Leibowitz:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Stephen Luczo:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Jami Miscik:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Masato Miyachi:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Dennis Nally:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Mary Schapiro:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Perry Traquina:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Rayford Wilkins:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Megan Butler:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Ted Pick:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Douglas Peterson:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No

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5 Benchmark > 4 Excellent > 3  Good > 2 Caution > 1 Risk

 

  • Company Information
  • Company System Number:
  • 15393
  • Founded Year: 
  • 1935
  • Registration Number: 
  • 36- 3145972
  • Country: 
  • United States of America
  • Stock Exchanges: 
    • New York Stock Exchange
  • Financial year end: 
  • December
  • No. of Countries operations: 
  • 42
  • Company Status: 
  • In Business
  • Industry Sub Category: 
  • Date listed on Stock Exchange: 
  • 01/01/1924

 

  • Contact Information
  • Business operation: 
  • We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  • Primary office: 
  • 1585 Broadway in Midtown Manhattan, New York City

 

  • Additional Information
  • Listed?: 
  • Yes
  • Company secretary: 
  • Sanchita Jain
  • Reporting currency: 
  • USD
  • ISIN number (12 digit): 
NYSE
US78378X1072
  • Authorised shares:
  • 3 500 000 000
  • Issued shares:
  • 1 675 487 409
  • No of shareholders:
  • 1001 and more shareholders
  • No of shareholders holding 20%:
  • 0 shareholders
  • Number of shares traded
  • Per Year:
  • Per Quarter:
  • Per Month:

 

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Shareholders holding 5% +


For a comprehensive list, please contact InsidEntity.

Material Subsidiaries/Associates


For a comprehensive list, please contact InsidEntity.

Credit Rating

NameLogoCountryHeadquartersRating
Fitch Credit LogoUnited States of AmericaNew yorkA+

 

Countries Operations/ Offices


 

Company Directors

Name
Nationality
Age
Role
Qualification
Name

James

Executive
NationalityAmerican
67
RoleED
QualificationBA , Law Degree , MBA
Date Appointed: 02/01/2012
Duration:
14 years and 7 months
Independance: N
Profile
Name

Edward

Executive
NationalityAmerican
57
RoleCEO
QualificationMBA
Date Appointed: 01/06/2005
Duration:
21 years and 2 months
Independance: N
Profile
Name

Thomas

Non Executive
NationalityAmerican
66
RoleNED
QualificationB.A, D.Law
Date Appointed: 01/03/2013
Duration:
13 years and 5 months
Independance: N
Profile
Name

Robert

Non Executive
NationalityAmerican
RoleNED
QualificationBachelor of Arts degree in Economics
Date Appointed: 01/07/2012
Duration:
14 years and 1 month
Independance: N
Profile
Name

Erika

Non Executive
NationalityAmerican
RoleNED
QualificationB.A. in psychology , Ph.D. in organizational psychology
Date Appointed: 01/01/2022
Duration:
4 years and 7 months
Independance: Y
Profile
Name

Hironori

Non Executive
NationalityJapan
RoleNED
QualificationM.Sc
Date Appointed: 01/05/2021
Duration:
5 years and 3 months
Independance: Y
Profile
Name

Shelley

Non Executive
NationalityAmerican
RoleNED
QualificationBA in Mathematics
Date Appointed: 01/10/2020
Duration:
5 years and 10 months
Independance: Y
Profile
Name

Stephen. J

Non Executive
NationalityAmerican
RoleNED
QualificationNot Available
Date Appointed: 01/10/2019
Duration:
6 years and 10 months
Independance: Y
Profile
Name

Jami

Non Executive
NationalityAmerican
RoleNED
QualificationBachelor of Arts degree in Political Science and Economics , Master's Degree
Date Appointed: 01/11/2014
Duration:
11 years and 9 months
Independance: N
Profile
Name

Masato

Non Executive
NationalityJapan
RoleNED
QualificationBachelor of Economics degree , Master’s degree , Ph.D. in International Relations
Date Appointed: 01/05/2022
Duration:
4 years and 3 months
Independance: Y
Profile
Name

Dennis M

Non Executive
NationalityAmerican
73
RoleNED
QualificationCPA
Date Appointed: 01/10/2016
Duration:
9 years and 10 months
Independance: Y
Profile
Name

Mary L.

Non Executive
NationalityAmerican
71
RoleNED
QualificationJuris Doctor (J.D.) degree with honors
Date Appointed: 01/07/2018
Duration:
8 years and 1 month
Independance: Y
Profile
Name

Perry. M

Non Executive
NationalityAmerican
70
RoleNED
QualificationBA(Econ), MBA(Fin)
Date Appointed: 01/05/2015
Duration:
11 years and 3 months
Independance: N
Profile
Name

Rayford

Non Executive
NationalityAmerican
75
RoleNED
QualificationBS in Business Administration
Date Appointed: 01/08/2013
Duration:
13 years and 0 month
Independance: N
Profile
Name

Megan

Non Executive
NationalityUnited Kingdom
RoleNED
QualificationLLB
Date Appointed: 01/05/2024
Duration:
2 years and 3 months
Independance: Y
Profile
Name

Ted

Executive
NationalityAmerican
RoleCEO
QualificationMBA
Date Appointed: 01/01/2025
Duration:
1 year and 7 months
Independance: Y
Profile
Name

Douglas

Executive
NationalityAmerican
67
RolePresident and CEO
QualificationMBA, International Finance & Management & BA, Mathematics and History
Date Appointed: 01/05/2025
Duration:
1 year and 3 months
Independance: Y
Profile

 

Directors Tenure

Name
Duration
Name

James Gorman

Duration14 years and 7 months
Profile
Name

Edward Pick

Duration21 years and 2 months
Profile
Name

Thomas Glocer

Duration13 years and 5 months
Profile
Name

Robert Herz

Duration14 years and 1 month
Profile
Name

Erika James

Duration4 years and 7 months
Profile
Name

Hironori Kamezawa

Duration5 years and 3 months
Profile
Name

Shelley Leibowitz

Duration5 years and 10 months
Profile
Name

Stephen. J Luczo

Duration6 years and 10 months
Profile
Name

Jami Miscik

Duration11 years and 9 months
Profile
Name

Masato Miyachi

Duration4 years and 3 months
Profile
Name

Dennis M Nally

Duration9 years and 10 months
Profile
Name

Mary L. Schapiro

Duration8 years and 1 month
Profile
Name

Perry. M Traquina

Duration11 years and 3 months
Profile
Name

Rayford Wilkins, Jr.

Duration13 years and 0 month
Profile
Name

Megan Butler

Duration2 years and 3 months
Profile
Name

Ted Pick

Duration1 year and 7 months
Profile
Name

Douglas Peterson

Duration1 year and 3 months
Profile

 

Director Experience

Name
Experience
Name

James

Experience Banking, Financial Services, Legal
Profile
Name

Edward

Experience Financial Services, Investment, Banking
Profile
Name

Thomas

Experience Financial Services, Legal, Professional Firm, Investment
Profile
Name

Robert

Experience Financial Services, Professional Firm, Education
Profile
Name

Erika

Experience Education, Social Entity, Other
Profile
Name

Hironori

Experience Banking, Financial Services, Consumer Services
Profile
Name

Shelley

Experience Financial Services, Banking, Technology
Profile
Name

Stephen. J

Experience Software and IT, Technology, Telecom
Profile
Name

Jami

Experience Financial Services, Professional Firm, Banking
Profile
Name

Masato

Experience Banking, Financial Services, Investment
Profile
Name

Dennis M

Experience Financial Services, Business Services, Healthcare
Profile
Name

Mary L.

Experience Financial Services, Business Services, Legal
Profile
Name

Perry. M

Experience Financial Services, Internet Based, Investment
Profile
Name

Rayford

Experience Investment, Telecom, Machinery Manufacturing
Profile
Name

Megan

Experience Financial Services, Banking, Investment
Profile
Name

Ted

Experience Financial Services
Profile
Name

Douglas

Experience Financial Services
Profile

 

Company Auditors

Name
Date Appointed
Years
Name

Deloitte

Date Appointed01/01/1997
Year29 years and 7 months
Profile

 

 

Company Committees

Name

James Gorman

Mainboard, Audit, Remuneration BD
Profile
Name

Edward Pick

Mainboard, Audit, Remuneration BD
Profile
Name

Thomas Glocer

Mainboard, Audit, Remuneration BD, RE, NG
Profile
Name

Robert Herz

Mainboard, Audit, Remuneration BD, AU, NG
Profile
Name

Erika James

Mainboard, Audit, Remuneration BD, RE, NG
Profile
Name

Hironori Kamezawa

Mainboard, Audit, Remuneration BD, RC
Profile
Name

Shelley Leibowitz

Mainboard, Audit, Remuneration BD, AU, TE
Profile
Name

Stephen. J Luczo

Mainboard, Audit, Remuneration BD, RE, TE
Profile
Name

Jami Miscik

Mainboard, Audit, Remuneration BD, RC, NG
Profile
Name

Masato Miyachi

Mainboard, Audit, Remuneration BD, TE
Profile
Name

Dennis M Nally

Mainboard, Audit, Remuneration BD, AU, RE
Profile
Name

Mary L. Schapiro

Mainboard, Audit, Remuneration BD, RC, NG
Profile
Name

Perry. M Traquina

Mainboard, Audit, Remuneration BD, RC, TE
Profile
Name

Rayford Wilkins, Jr.

Mainboard, Audit, Remuneration BD, RE, NG
Profile
Name

Megan Butler

Mainboard, Audit, Remuneration BD, AU
Profile
Name

Ted Pick

Mainboard, Audit, Remuneration BD
Profile
Name

Douglas Peterson

Mainboard, Audit, Remuneration BD
Profile

 

Committee
Abbreviation
Supervisory Board
SB
Board
BD
Risk & Compliance
RC
Audit
AU
Remuneration
RE
Capital investment
CI
Industry Specific
IS
Nominations & Governance
NG
Health, Safety & Environment
HS
Social & Ethics
SE
Technology
TE
Executive
EX
Other
OT