Aaron James Sousa

Morgan Stanley

13 Years of Experience

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Firm Information

Morgan Stanley

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

22131 advisors

Number of Clients

2,539,760 clients

Average Client Portfolio

$650K average

Assets Under Management

$1650.0B

Fee Structure

Financial Planning:Investment management only

The maximum fee for Private Wealth Management Consulting Services is generally $500,000. Fees are negotiable and may be deducted from an eligible Morgan Stanley account. Fees are generally payable quarterly, in advance. There are no additional fees or expenses for the services offered in the PWMCS program.

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Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

35 Village Road, Suite 601, Middleton, MA, 01949

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aaron works at Attitash Mountain Resort in a recreation role since December 2024. This labor/service activity takes about 10-20% of his time after business hours.