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Frank Lewis Harrison

Morgan Stanley

West Conshohocken, PA

CRD 5156589

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-08-15
  • PA RA
    APPROVED
    Since 2014-08-15

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley West Conshohocken PA 08/2016 Present
Morgan Stanley Private Bank, N.A. West Conshohocken PA 08/2016 Present
  • 08/2016 → Present
    Morgan Stanley
    West Conshohocken, PA
  • 08/2016 → Present
    Morgan Stanley Private Bank, N.A.
    West Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-31
  • S66 Uniform Combined State Law Examination
    2006-10-31
Other Names
  • Frank Harrison
  • Lewis Harrison
  • Frank Lewis Harrison
  • Frank Lewis Harrison

View on SEC IAPD

Nearby Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC

Nearby Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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