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  2. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Overview. [edit] Morgan Stanley is a financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals. The company operates in three business segments: Institutional Securities, Wealth Management, and Investment Management.

  3. Blooom - Wikipedia

    en.wikipedia.org/wiki/Blooom

    Blooom, often stylized as "blooom", was an online Registered Investment Adviser that managed individual participant accounts in IRAs and in employer sponsored retirement plans such as 401 (k), 403 (b), or TSP. The company was founded in 2013 by Chris Costello, who served as chief executive officer. In January 2021, Blooom managed $5 billion in ...

  4. Eaton Vance - Wikipedia

    en.wikipedia.org/wiki/Eaton_Vance

    Morgan Stanley. Website. www.eatonvance.com. Eaton Vance Corp. is an American investment management firm based in Boston, Massachusetts. It is one of the oldest investment companies in the United States, with a history dating back to 1924. Through five primary investment affiliates, Eaton Vance provides investment products to individuals ...

  5. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    17,646 (2011) Parent. Morgan Stanley. Website. www.morganstanleyindividual.com. Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup ...

  6. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds ...

  7. Robert Scott (businessman, born 1946) - Wikipedia

    en.wikipedia.org/wiki/Robert_Scott_(businessman...

    Upon his graduation from Stanford, Scott began working at Morgan Stanley, where he worked until retirement.At Morgan Stanley, Scott moved up through the ranks and held many positions in the firm, moving to managing director in 1979, then into Director of Capital Market Services from 1985 to 1992, to Director of Corporate Finance from 1992 to 1994, then Director of Investment Banking from 1994 ...

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