Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Wayzata
2yrs
Maxwell Greseth
Financial advisor at Morgan Stanley
Based in Wayzata, Minnesota, Maxwell Greseth is a fiduciary financial advisor with 2 years of industry experience. Maxwell has been with Morgan Stanley since 2024. 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 467 advisors with offices in Wayzata, and one of 436 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office445 East Lake Street Suite 320, Wayzata, MN 55391
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
Questions to ask Maxwell
Tailored to Maxwell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
My notes and scorecard
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About Maxwell
How do I contact Maxwell?
Call Morgan Stanley at 914-225-5510 and ask for Maxwell Greseth. Maxwell works from the Wayzata, MN office.
How long has Maxwell been a financial advisor?
Maxwell has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Maxwell hold?
Series 66. Tap any license on this page to see what it allows.
Is Maxwell a fiduciary?
Maxwell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maxwell 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 Maxwell for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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