Adviser and broker representative · Morgan Stanley

Simon A. Bonilla

CRD 6733336 · Los Gatos, CA

At a glance

Simon A. Bonilla is an investment adviser representative with Morgan Stanley in Los Gatos, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Simon’s SEC record dates to 2018, about 8 years ago. Simon is also registered as a broker representative.

Current advisory firm

Morgan StanleySince June 2020Los Gatos, CA · $1.96T in regulatory assets

SEC adviser record

Registered since: 2018 (8 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Simon’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

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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.

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