Morgan Stanley
45yrs
Top advisor by experience in Montgomery
23yrs
Reid Fields is a fiduciary financial advisor in Montgomery, Alabama, with 23 years in the industry. Reid joined Morgan Stanley in 2020, after four years at PNC Managed Account Solutions. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 190 advisors with offices in Montgomery, and one of 160 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office7515 Halcyon Summit Drive, Montgomery, AL 36117
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowMorgan StanleyCurrent firm
- 2017 – 2020PNC Managed Account Solutions, Inc.Previously
Questions to ask Reid
Tailored to Reid’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Reid
How do I contact Reid?
Call Morgan Stanley at 914-225-5510 and ask for Reid Fields. Reid works from the Montgomery, AL office.
How long has Reid been a financial advisor?
Reid has been in the industry since 2003, about 23 years. More experience than 69% of advisors nationwide.
What licenses does Reid hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Reid a fiduciary?
Reid is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Reid paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Reid for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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