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E*TRADE Advisor Services
What Does E*TRADE Advisor Services Do?
E*TRADE Advisor Services, now part of Morgan Stanley, provides Registered Investment Advisors (RIAs) with a suite of solutions designed to support and grow their practices. This includes custodial services for client assets, advanced trading and account management technology through platforms like Liberty, and dedicated service and support. They focus on delivering tools and resources that help RIAs operate efficiently, serve their clients effectively, and scale their businesses within the robust framework of Morgan Stanley's wealth management capabilities.
Where Is E*TRADE Advisor Services's Headquarters?
HQ Function
Serves as the global headquarters for Morgan Stanley, providing strategic direction, oversight, and resources for all its divisions, including E*TRADE Advisor Services. Key decisions regarding technology, investment products, and overall business strategy are made here.
Notable Features:
Morgan Stanley's headquarters is a prominent skyscraper located in the bustling Times Square area, symbolizing its significant presence in the global financial landscape.
Work Culture:
The work culture at Morgan Stanley is generally characterized as high-performance, collaborative, and client-centric, emphasizing integrity, innovation, and excellence in financial services.
HQ Significance:
The headquarters signifies the strength, stability, and global reach of Morgan Stanley, instilling confidence in clients and partners of E*TRADE Advisor Services.
Values Reflected in HQ: The headquarters reflects values such as leadership in financial markets, commitment to client success, and a global operational scale.
Location:
While E*TRADE Advisor Services primarily serves U.S.-based Registered Investment Advisors, its operations are backed by the global infrastructure and resources of Morgan Stanley. This includes access to global financial markets, international research, robust technology platforms with global connectivity, and comprehensive compliance and operational support that benefits from Morgan Stanley's worldwide presence. This ensures that RIAs have access to scalable and resilient solutions.
Street Address:
1585 Broadway
City:
New York
State/Province:
NY
Country:
USA
Where Else Does E*TRADE Advisor Services Operate Around the World?
Arlington, Virginia, USA
Address: 671 N Glebe Rd, Arlington, VA 22203
Supports East Coast operations and serves as a key center for technology development and customer support for the E*TRADE brand.
Alpharetta, Georgia, USA
Address: 1165 Sanctuary Pkwy, Alpharetta, GA 30009
Serves as a strategic operational and technology hub for the Southeastern US, contributing to the development and maintenance of E*TRADE's advisor-focused technology solutions.
Chicago, Illinois, USA
Address: Multiple Morgan Stanley locations; historically E*TRADE had offices like 19 S LaSalle St, Chicago, IL 60603.
Provides regional support for advisor services, including relationship management and access to Morgan Stanley's broader resources for RIAs in the Midwest.
Buying Intent Signals for E*TRADE Advisor Services
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading E*TRADE Advisor Services? Meet the Executive Team
As of April 2025, E*TRADE Advisor Services' leadership includes:
Who's Investing in E*TRADE Advisor Services?
E*TRADE Advisor Services has been backed by several prominent investors over the years, including:
What Leadership Changes Has E*TRADE Advisor Services Seen Recently?
Key leadership changes primarily occur at the Morgan Stanley Wealth Management level, which directly impacts E*TRADE Advisor Services. Notably, Jed Finn assumed leadership of Morgan Stanley Wealth Management in early 2024. Specific executive movements within the E*TRADE Advisor Services sub-division are less frequently publicized independently.
New Appointments:
What Technology (Tech Stack) Is Used byE*TRADE Advisor Services?
Discover the tools E*TRADE Advisor Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
E*TRADE Advisor Services Email Formats and Examples
As E*TRADE Advisor Services is part of Morgan Stanley, employees typically use Morgan Stanley's corporate email format. The most common format is firstname.lastname@morganstanley.com.
firstname.lastname@morganstanley.com
Format
john.doe@morganstanley.com
Example
90%
Success rate
What's the Latest News About E*TRADE Advisor Services?
Morgan Stanley Newsroom • March 12, 2024
Morgan Stanley Announces Enhancements to its Award-Winning E*TRADE Premier Portfolios Program
Morgan Stanley announced several enhancements to its E*TRADE Premier Portfolios program, an automated investment solution. These updates aim to provide clients with more personalized and tax-efficient investment options through the E*TRADE platform, which can also benefit RIAs using E*TRADE's services....more
WealthManagement.com • August 2, 2023
E*TRADE from Morgan Stanley Unveils Liberty, an RIA Technology Platform
E*TRADE from Morgan Stanley introduced 'Liberty,' a new integrated technology platform specifically designed for Registered Investment Advisors (RIAs). The platform features enhanced trading, robust reporting capabilities, and comprehensive client management tools to streamline RIA operations....more
Business Wire • May 23, 2023
E*TRADE from Morgan Stanley Launches Upgraded RIA Referral Program: RIA Connect
E*TRADE from Morgan Stanley announced the launch of RIA Connect, an enhanced referral program designed to connect E*TRADE clients seeking wealth management advice with independent Registered Investment Advisors (RIAs). This initiative aims to foster growth for RIAs partnering with E*TRADE Advisor Services....more
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