CAC - Financial Advisor Morgan Stanley Employee Review

2.0
May 24, 2010
Recommend
CEO approval
Business Outlook

Pros

Working for them looks good on a resume. They promote taking the 9 & 10 series exams. You don't have to worry building your own book of business.

Cons

Micro management, not able to create your own schedule. Management doesn't know how to properly lead competent individuals. To many co-workers willing to stab you in the back.

Explore other reviews about Morgan Stanley

5.0
Jul 18, 2026
Recommend
CEO approval
Business Outlook

Pros

Good work environment to work in

Cons

90% in the office for work that could be done at home.

2.0
Jul 18, 2026
Recommend
CEO approval
Business Outlook

Pros

You receive health benefits day one no waiting period. There estate processing is very good and takes over the entire process but you MUST keep an eye on the entire process to ensure it stays on track.

Cons

Zero to little training Must utilize there AI tool for far too many tries before being able to call a person who can answer your question. Poor middle management skill set not willing to hear or see when there is an issue. This could be solely in the branch where I am. Advisors who are past their prime who think old school If your FA doesn’t pay for your parking then you have to. Firm should at least pay for those CSAs who are registered

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