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Morgan Stanley
Financial Services

Morgan Stanley Company Overview

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Morgan Stanley

● Active
Financial Services · New York, NY, USA · Est. 1935
Financial ServicesInvestment BankingWealth ManagementAsset Management↗ Website
$212B
Valuation
$65.0B
Revenue
80k+
Employees
1935
Founded

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management, and investment management services to corporations, governments, institutions, and individuals in 42 countries. Its three business segments—Institutional Securities, Wealth Management, and Investment Management—collectively manage over $7 trillion in client assets, making Morgan Stanley one of the largest financial institutions in the world by client assets. The firm is known for its equity underwriting franchise, wealth management platform, and E*TRADE retail brokerage.

Recent Press
5 items
Press Release·2026-01-15
Morgan Stanley Reports Record $70.6B Full-Year 2025 Revenue
Morgan Stanley posted Q4 2025 net revenues of $17.9 billion and full-year revenues of $70.6 billion, with $9.3 trillion in total client assets and a 21.6% return on tangible equity.
Press Release·2026-01-15
Morgan Stanley Posts EPS of $10.21, Beating 2025 Forecasts
Morgan Stanley exceeded analyst expectations with full-year 2025 earnings per share of $10.21, reflecting strong performance across wealth management, institutional securities, and investment management divisions.
Press Release·2026-01-15
Morgan Stanley Investment Banking Revenue Jumps 47% in 2025
Morgan Stanley's investment banking division reported net revenue of $2.41 billion in Q4 2025, up 47% year-over-year, driven by stronger M&A advisory fees as completed deal activity increased across all regions.
Partnership·2025-09-15
Morgan Stanley Expands Digital Assets with Zero Hash Partnership
Morgan Stanley expanded its digital assets capabilities through a deepened relationship with Zero Hash, an institutional platform for digital assets and tokenization, supporting the firm's crypto services expansion.
Partnership·2025-08-20
Morgan Stanley Adds EquityZen to Wealth Management Platform
Morgan Stanley integrated EquityZen into its wealth management offering, providing clients with access to pre-IPO private company investments as part of the firm's broader alternative investments expansion strategy.
Company History
9 milestones
Morgan Stanley went public on the New York Stock Exchange, raising capital to expand globally and compete more aggressively with firms like Goldman Sachs and First Boston in investment banking.

Morgan Stanley Organization Structure & Team

Org Chart
80,000 employees · Click a leader to explore their team
71,500 across 12 departments
Chief Executive Officer
Ted Pick
Sharon Yeshaya — Departments
· 71500 people across 12 depts

Morgan Stanley Financials, Revenue & Market Share

Annual Revenue
$65.0B
+5% vs prior year
YoY Growth
+5%
From $59.8B to $65.0B
Revenue / Employee
$851K
Annual revenue per full-time employee
Revenue Growth
2021
2022
2023
2024
2025
$59.8B
$53.7B
$54.1B
$61.8B
$65.0B
Market Share
Global Wealth & Investment Management
14%
share
Morgan Stanley
14%
Goldman Sachs
16%
JPMorgan Chase
15%
Bank of America
10%
Citigroup
8%
$423.6B
TAM
$76.2B
SAM
$7.6B
SOM
Revenue Streams
Core Products/Services70%
Value-Added Services20%
Other Revenue10%
Business Units
Core Business70%
Primary product and service delivery
Growth Initiatives20%
New markets and product expansion
Corporate & Admin10%
Central functions and shared services

Morgan Stanley Internal Tools & Processes

Internal Tools
12 departments
Investment Banking3200 people · 3 roles
Standards & Certifications
10 standards
Compliance frameworks, security audits, and quality certifications this company maintains.
Regulatory
FINRA Member
Certified
Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC are FINRA member broker-dealers, authorizing Morgan Stanley to execute securities transactions, underwrite public offerings, and provide wealth management and investment banking services across U.S. regulated markets.
Regulatory
SEC Registered Investment Adviser
Certified
Morgan Stanley Investment Management and Morgan Stanley Smith Barney are SEC-registered investment advisers, providing Morgan Stanley wealth and asset management clients with fiduciary-level disclosure, conflict management, and Form ADV transparency.
Regulatory
Basel III / CRD V
Compliant
Morgan Stanley complies with Basel III capital adequacy standards as a U.S. bank holding company regulated by the Federal Reserve, maintaining CET1 ratios above GSIB surcharge requirements to support its trading book, lending, and derivative exposures.
Security
SOC 2 Type II
Certified
Morgan Stanley's E*TRADE digital brokerage platform and Morgan Stanley Online client portal undergo SOC 2 Type II audits, providing individual and institutional clients with independent assurance of data security, availability, and confidentiality controls.
Security
ISO 27001
Certified
Morgan Stanley maintains ISO 27001 certification for its core technology infrastructure supporting trading, wealth management, and institutional client data environments, demonstrating systematic information security risk management.
Privacy
GDPR
Compliant
Morgan Stanley operates comprehensive GDPR compliance programs across its European subsidiaries covering client data processing in investment banking, wealth management, and MSIM fund administration, with designated data protection officers across EU jurisdictions.
Security
PCI DSS Level 1
Certified
Morgan Stanley E*TRADE achieves PCI DSS Level 1 certification for its retail brokerage payment card processing infrastructure, maintaining the highest compliance tier for institutions processing millions of card transactions annually.
Regulatory
UK FCA Authorised
Certified
Morgan Stanley International is authorised and regulated by the UK Financial Conduct Authority, enabling Morgan Stanley to conduct investment banking, trading, and wealth management activities for UK and European clients under the FCA Senior Managers and Certification Regime.
Environmental
TCFD Reporting
Compliant
Morgan Stanley publishes TCFD-aligned climate disclosures covering the firm's operational emissions, financed emissions across its lending and investment portfolio, and integration of physical and transition climate risks into Morgan Stanley's risk management framework.
Regulatory
CFTC Registered Swap Dealer
Certified
Morgan Stanley Capital Services LLC is registered with the CFTC as a Swap Dealer subject to Dodd-Frank margin, reporting, and business conduct requirements for its global interest rate, credit, equity, and commodity derivatives trading operations.

Morgan Stanley Interview Preparation

Interview Prep
Role-specific interview questions and keywords. Select a department, then click any role to prepare.
Investment Banking· 3 roles

Morgan Stanley Products & Competitors

Product Suite
4 products · select one to explore
Financial Services
Platform
Morgan Stanley Investment Banking
Advising the world's defining transactions

Morgan Stanley Investment Banking provides M&A advisory, equity and debt capital markets underwriting, and restructuring services to leading corporations, private equity firms, and sovereign entities globally. The division consistently ranks among the top three global advisors by deal value and is particularly renowned for its equity franchise and technology sector expertise.

Use Cases
Advising a major technology company on a $25B strategic acquisition, providing fairness opinion, regulatory filing strategy, and financing alternatives to the board of directorsManaging the IPO of a high-profile consumer technology company including investor roadshow, book-building, and first-day trading stabilization as lead-left underwriterRestructuring $8B of debt for a media company in Chapter 11, advising the debtor on a plan of reorganization and debtor-in-possession financing
No image
Key Customers
AAPL
Apple
ABNB
Airbnb
F
Ford Motor
Competitive Intelligence
VSGoldman Sachs Investment Banking
THEM

Goldman Sachs Investment Banking advises corporations, private equity firms, and governments on M&A, IPOs, and restructuring, consistently ranking among the top global advisors by advisory fee revenue and deal value.

EDGE

Morgan Stanley leads in equity underwriting deal count and has stronger tech sector relationships from decades of Silicon Valley advisory

VSJPMorgan Investment Banking
THEM

JPMorgan Investment Banking provides M&A advisory and capital markets services across all industry sectors, leveraging its large commercial banking balance sheet to provide integrated financing alongside advisory mandates.

EDGE

Morgan Stanley's equity research franchise and retail distribution through E*TRADE give IPO issuers broader institutional and retail investor reach

VSEvercore
THEM

Evercore is an independent investment bank specializing in M&A advisory and restructuring, known for conflict-free advisory mandates not constrained by balance sheet lending relationships or trading interests.

EDGE

Morgan Stanley's full-service platform combines equity research, prime brokerage, and wealth management alongside advisory, giving corporate clients deeper aftermarket support

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