Excelsior Wealth Management - Morgan Stanley

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    Financial Advisors

    New York, NY

    Excelsior Wealth Management is a Morgan Stanley financial advisory office located in Midtown Manhattan, offering comprehensive wealth management services including investment management, retirement planning, and financial advisory services. As part of Morgan Stanley, a leading global financial services firm, they leverage institutional expertise and resources to help clients build and protect their wealth.

    Best for: Retirement PlanningWealth Management

    Ideal for: High-net-worth individuals, Retirement planners, Long-term investors, Business owners

    Service area: New York, NY and surrounding areas

    What Sets Excelsior Wealth Management - Morgan Stanley Apart

    Morgan Stanley Resources: Backed by Morgan Stanley's global research, trading capabilities, and institutional expertise to support comprehensive financial planning strategies.

    Midtown Manhattan Location: Conveniently located in Manhattan for easy access to wealth management services with professional advisory staff.

    Investment ManagementRetirement PlanningFiduciary Standard
    Wealth ManagementInvestment AdvisoryRetirement PlanningMorgan StanleyFinancial Services
    Google Rating
    5.0 ★ (1 reviews)
    Phone
    (212) 296-1026

    Location

    Address: 55 E 52nd St 10th 6th Floor, New York, NY 10055

    Phone: (212) 296-1026

    Website: advisor.morganstanley.com

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    Last updated April 16, 2026

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