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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Cupertino, CA

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

49 registered advisors work at Morgan Stanley in Cupertino, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 49 are also registered broker representatives.

Morgan Stanley advisors in Cupertino, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in every city and state →Morgan Stanley: assets, clients and custodians →Morgan Stanley news and advisor moves →Morgan Stanley payout grid vs. other firms →Advisor Moves: who changed firms this week →

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 Cupertino

All Cupertino advisors →

Charles Schwab & Co., Inc. 26J.P. Morgan Securities LLC 13Hsbc Securities (USA) Inc. 7LPL Financial LLC 5Citigroup Global Markets Inc. 4Eagle Strategies LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Wealth Enhancement Advisory Services, LLC 4Insideout Wealth Strategies, LLC 3State Farm Investment Management Corp. 3The Wealth Consulting Group 3Transamerica Financial Advisors, LLC 3

Questions

How many financial advisors does Morgan Stanley have in Cupertino?

49 investment adviser representatives are registered at Morgan Stanley offices in Cupertino, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 1 list the CFP designation and 49 are also registered as broker representatives.

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

Morgan Stanley ranks number 1 in Cupertino by registered advisors, ahead of Charles Schwab & Co., Inc. (26).

How do I check a Morgan Stanley advisor in Cupertino?

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.