Seth S. Yudes

Consulting Group, Vice President, Financial Advisor, Financial Planning Specialist

Contact Me
Seth S. Yudes


Excellence in helping clients develop personalized and customized investment and financial strategies for your family's goals and objectives.

My Story and Services

My Story

As your Financial Advisor I must listen to you and understand your goals and objectives. Once you are certain I understand your needs, we can then deliver a personalized strategy to help you and your family and/or business meet your goals.  Our process is dynamic and includes a wide array of resources. This allows us to design a plan that is customized for your situation. Working together we will help you preserve and grow your wealth. We strive to do everything in your best interest and provide full disclosure and transparency. Last but not least, we provide excellent client service and communication so you will have greater peace of mind with your investment strategy.

Services Include

  • Wealth Management
  • Corporate Retirement Plans
  • Retirement Planning
  • 401(k) Rollovers
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Exchange Traded Funds
  • Alternative Investments
  • Estate Planning Strategies
  • Philanthropic Services

Securities Agent: CA, CO, FL, IL, IN, KY, MI, NY, OH, PA, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1279337

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.


  • Five Star Wealth Manager Indianapolis Monthly Magazine, 2012
  • Five Star Wealth Manager Indianapolis Monthly Magazine, 2013
  • Five Star Wealth Manager Indianapolis Monthly Magazine, 2014
  • Five Star Wealth Manager Indianapolis Monthly Magazine, 2015
  • Five Star Wealth Manager Indianapolis Monthly Magazine, 2016
  • Five Star Wealth Manager Indianapolis Monthly Magazine, 2017
  • Five Star Wealth Manager Indianapolis Monthly Magazine, 2018



  • Master of Science, Purdue University Indianapolis, IN
  • Bachelor of Science, Temple University, Philadelphia, PA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Indiana Insurance Licensed: Life, Health, Variable Annuity, Long Term Health Care including Indiana Partnership Certification
  • Financial Planning Specialist Designation



2002 - Present: Morgan Stanley*
Vice President
Financial Planning Specialist
Indianapolis, IN

1992 - 2002: Merrill Lynch
Indianapolis, IN

1985 - 1992: Northwestern Mutual
Indianapolis, IN


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Seth S. Yudes today.

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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

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