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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Brea, CA

Every SEC-registered investment adviser representative at a Morgan Stanley office in Brea, A to Z.

38 registered advisors work at Morgan Stanley in Brea, out of 22,085 at the firm nationwide; it ranks number 2 in the city by advisors. 5 list the CFP designation and 38 are also registered broker representatives.

Morgan Stanley advisors in Brea, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in other cities

New York, NY 2,203Chicago, IL 619Purchase, NY 589Atlanta, GA 449San Francisco, CA 448Miami, FL 437Boston, MA 368Houston, TX 320Tampa, FL 308Alpharetta, GA 302Morristown, NJ 258Dallas, TX 239Washington, DC 219Garden City, NY 210Los Angeles, CA 208

Other firms in Brea

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Merrill Lynch, Pierce, Fenner & Smith Incorporated 48Strategic Advisers LLC 23UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 13LPL Financial LLC 13Wells Fargo Clearing Services, LLC 10Transamerica Financial Advisors, LLC 9Cetera Investment Advisers LLC 6Raymond James Financial Services Advisors, Inc. 6J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 5Investlinc Wealth Services 4

Questions

How many financial advisors does Morgan Stanley have in Brea?

38 investment adviser representatives are registered at Morgan Stanley offices in Brea, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 5 list the CFP designation and 38 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Brea?

Morgan Stanley ranks number 2 in Brea by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 48.

How do I check a Morgan Stanley advisor in Brea?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Morgan Stanley office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.