Adviser and broker representative · Morgan Stanley
Andreas O. Lindstrom
CRD 5252707 · Santa Cruz, CA
At a glance
Andreas O. Lindstrom is an investment adviser representative with Morgan Stanley in Santa Cruz, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andreas’s SEC record dates to 2007, about 19 years ago. Andreas is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince April 2021Santa Cruz, CA · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Andreas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.