Merrill
44yrs
Top advisor by experience in Plantation
5yrs
Ethan Bashan
Financial advisor at Morgan Stanley
Based in Plantation, Florida, Ethan Bashan is a fiduciary financial advisor with 5 years of industry experience. Ethan joined Morgan Stanley in 2024, after two years at Merrill. 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 187 advisors with offices in Plantation, and one of 169 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1200 South Pine Island Road Suite 800, Plantation, FL 33324
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 ?1 state
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
- 2024 – nowMorgan StanleyCurrent firm
- Apr 2022 – Apr 2024MerrillPreviously
Questions to ask Ethan
Tailored to Ethan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ethan
How do I contact Ethan?
Call Morgan Stanley at (914) 225-5510 and ask for Ethan Bashan. Ethan works from the Plantation, FL office.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Ethan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan 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 Ethan 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.
Other advisors nearby
Merrill
43yrs
Top 1% by experience in Plantation
Morgan Stanley
43yrs
Top 2% by experience in Plantation
Independent Advisor Alliance
42yrs
Top 1% by experience at Independent Advisor Alliance
Akar Capital Management
41yrs
Top 3% by experience in Plantation
Morgan Stanley
41yrs
Top 3% by experience in Plantation