Adviser and broker representative · Morgan Stanley
Erika P. Odell
CRD 7293520 · Walnut Creek, CA
At a glance
Erika P. Odell is an investment adviser representative with Morgan Stanley in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erika’s SEC record dates to 2022, about 4 years ago. Erika is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince September 2022Walnut Creek, CA · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Erika’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
- 1 firmLocked
- 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.
More at Morgan Stanley
- Elisabeth M. AndreasonWalnut Creek · Certified Financial Planner, Chartered Financial Consultant
- Trisha AsburyWalnut Creek
- John D. AsherWalnut Creek
- Whitney A. AsherWalnut Creek
- Marit A. BaileyWalnut Creek
- Alex M. BaldwinWalnut Creek
- Daniel J. BaldwinWalnut Creek
- Austin J. BallardWalnut Creek
Every advisor at Morgan Stanley →Morgan Stanley: assets, clients and custodians →Morgan Stanley news, moves and payouts →Financial advisors in Walnut Creek, CA →Every Morgan Stanley advisor in Walnut Creek →Advisor Moves: who changed firms this week →