Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
7yrs
Chase Boyd
Financial advisor at Morgan Stanley
Based in Columbus, Ohio, Chase Boyd is a fiduciary financial advisor with 7 years of industry experience. Chase has been with Morgan Stanley since 2024; before that, Chase spent a year at J.P. Morgan Securities. 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 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeColumbus, OH
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
- Dec 2024 – nowMorgan StanleyCurrent firm
- Feb 2024 – Nov 2024J.P. Morgan Securities LLCPreviously
- 2019 – 2024Morgan StanleyPreviously
Questions to ask Chase
Tailored to Chase’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 Chase
How do I contact Chase?
Call Morgan Stanley at 914-225-5510 and ask for Chase Boyd. Chase works from the Columbus, OH office.
How long has Chase been a financial advisor?
Chase has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Chase hold?
Series 66. Tap any license on this page to see what it allows.
Is Chase a fiduciary?
Chase is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chase 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 Chase 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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