Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Montecito, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Montecito, A to Z.
11 registered advisors work at Morgan Stanley in Montecito, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.
Morgan Stanley advisors in Montecito, A to Z
Every Morgan Stanley advisor →- Nicolas BlatsiotisAlso a broker rep
- Jeanine J. BurfordAlso a broker rep
- Jerrad D. BurfordAlso a broker rep
- James J. HallmanAlso a broker rep
- Lashawn C. HayesAlso a broker rep
- Karla N. LynnAlso a broker rep
- Frederick M. PrzekopChartered Financial Analyst · Also a broker rep
- Norman T. RobertsonCertified Financial Planner · Also a broker rep
- Ethan ShultzAlso a broker rep
- Amy L. WardAlso a broker rep
- Brett D. ZylstraAlso a broker rep
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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 Montecito
All Montecito advisors →Questions
How many financial advisors does Morgan Stanley have in Montecito?
11 investment adviser representatives are registered at Morgan Stanley offices in Montecito, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Montecito?
Morgan Stanley ranks number 1 in Montecito by registered advisors, ahead of Osaic Wealth, Inc. (3).
How do I check a Morgan Stanley advisor in Montecito?
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.