Consulting Group Advisory Services LLC
● SEC registered since 2005CRD 137463SEC# 801-64791Purchase, NY
Reg. AUM
$9.82B
Employees
17
Accounts
12
Location
Purchase, NY
Consulting Group Advisory Services LLC assets under management
Consulting Group Advisory Services LLC is a registered investment adviser overseen by the SEC based in Purchase, NY. The firm has been registered since 2005. It reports $9.8 billion in regulatory assets under management and employs 17 people.
Consulting Group Advisory Services LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Courtney Nest Control | Director | Under 5% | 2025 |
| Christopher Michael Scott-Hansen Control | Director | Under 5% | 2022 |
| Gary Ryan Roberts Control | Chief Compliance Officer | Under 5% | 2024 |
| Morgan Stanley Domestic Holdings, LLC Control | Member | Over 75% | 2017 |
| Paul Emmanuel Ricciardelli Control | Director, Chief Executive Officer And President | Under 5% | 2017 |
| Morgan Stanley Control | Member | Over 75% | 2002 |
| Morgan Stanley Capital Management, LLC Control | Member | Over 75% | 2007 |
Frequently asked questions
How much does Consulting Group Advisory Services LLC manage?
Consulting Group Advisory Services LLC reports $9.8 billion in regulatory assets under management on its Form ADV.
How many employees does Consulting Group Advisory Services LLC have?
Consulting Group Advisory Services LLC reports 17 employees.
Where is Consulting Group Advisory Services LLC located?
Consulting Group Advisory Services LLC is based in Purchase, NY and has been SEC-registered since 2005.
Does Consulting Group Advisory Services LLC disclose fund performance?
Consulting Group Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Westchester Avenue, Purchase, NY 10577-6477 |
| Phone | 914-225-1000 |
| Fax | 914-610-7446 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$9.82B▲ 26%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$9.82Bregulatory AUM
Discretionary $9.82B