Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
19yrs
Arjun Aggarwal
Financial advisor at Morgan Stanley
Arjun Aggarwal is a fiduciary financial advisor in Raleigh, North Carolina, with 19 years in the industry. After a year at Citigroup Global Markets, Arjun joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 61% of advisors in Raleigh
Office1000 Social St Suite 1250, Raleigh, NC 27609
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Nov 2008 – Jun 2009Citigroup Global Markets Inc.Previously
Contact Arjun
1000 Social St Suite 1250Raleigh, NC 27609Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Arjun
Tailored to Arjun’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 Arjun
How do I contact Arjun?
Call Morgan Stanley at (914) 225-5510 and ask for Arjun Aggarwal. Arjun works from the Raleigh, NC office.
How long has Arjun been a financial advisor?
Arjun has been in the industry since 2008, about 19 years. More experience than 61% of advisors in Raleigh.
What licenses does Arjun hold?
Series 66. Tap any license on this page to see what it allows.
Is Arjun a fiduciary?
Arjun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Arjun 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 Arjun 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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