![]() Of its 2,129,899 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. ![]() ![]() The firm serves 6,380 charities and foundations. It manages $1 trillion in total assets between its 2,129,899 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm has offices in 732 locations and a total of 26,500 employees. Morgan Stanley is a financial advisory firm that has its headquarters in South Jordan, Utah. Wilde has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Utah. During their career, Wilde has held roles at Wells Fargo Advisors LLC, Morgan Stanley and Zions Bancorporation. Travis Wilde is a financial advisor who works in South Jordan, Utah, with 11 years of financial industry experience.
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