Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
5yrs
Vidhya Ramani
Financial advisor at Morgan Stanley
Vidhya Ramani is a fiduciary financial advisor in Bellevue, Washington, with 5 years in the industry. Vidhya joined Morgan Stanley in 2025, 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 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office500 108th Avenue, North East Suite 1900, Bellevue, WA 98004
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.
Career
- Feb 2025 – nowMorgan StanleyCurrent firm
- 2022 – 2025MerrillPreviously
Contact Vidhya
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Vidhya. 500 108th Avenue, North East Suite 1900Bellevue, WA 98004Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Vidhya
Tailored to Vidhya’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 Vidhya
How do I contact Vidhya?
Call Morgan Stanley at (914) 225-5510 and ask for Vidhya Ramani. Vidhya works from the Bellevue, WA office.
How long has Vidhya been a financial advisor?
Vidhya has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Vidhya hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Vidhya a fiduciary?
Vidhya is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vidhya 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 Vidhya 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
Fulcrum Wealth Advisors
47yrs
Top 1% by experience in Bellevue
Tschetter Group
46yrs
Top advisor by experience at Tschetter Group
Wells Fargo Advisors
45yrs
Top 1% by experience in Bellevue
Oppenheimer & Co.
45yrs
Top 1% by experience in Bellevue
LPL Financial
45yrs
Top 1% by experience in Bellevue