Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Napa, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Napa, A to Z.
The short answer
18 registered advisors work at Morgan Stanley in Napa, out of 20,803 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 18 are also registered broker representatives.
Morgan Stanley advisors in Napa, A to Z
Every Morgan Stanley advisor →- Pina CarinoAlso a broker rep
- Denise R. CaryAlso a broker rep
- David A. Castleberry Jr.Also a broker rep
- Mark J. CordeiroAlso a broker rep
- Francis J. DolanAlso a broker rep
- Tom A. DowseAlso a broker rep
- Annika Jean C. EricksonAlso a broker rep
- Rupa N. JackAlso a broker rep
- Jon G. NieblingAlso a broker rep
- Kelly O'TooleAlso a broker rep
- Colin PhelpsAlso a broker rep
- Jorge L. Rey-PradaAlso a broker rep
- Danielle G. SolanoAlso a broker rep
- Maxim J. SparksAlso a broker rep
- Zachary P. TaylorAlso a broker rep
- Erika E. UribeAlso a broker rep
- Ashlee A. WhittemoreAlso a broker rep
- John WhittemoreAlso a broker rep
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Morgan Stanley advisors in other cities
New York, NY 2,084Purchase, NY 560Chicago, IL 557San Francisco, CA 418Miami, FL 414Atlanta, GA 411Boston, MA 347Houston, TX 304Tampa, FL 296Alpharetta, GA 283Morristown, NJ 243Dallas, TX 226Washington, DC 211Garden City, NY 202Los Angeles, CA 194
Other firms in Napa
All Napa advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 22UBS Financial Services Inc. 10Wells Fargo Clearing Services, LLC 8Charles Schwab & Co., Inc. 6Dedora Capital, Inc. 6Edward Jones 6Osaic Wealth, Inc. 5The Mather Group, LLC 55t Wealth, LLC 4Cetera Investment Advisers LLC 4J.P. Morgan Securities LLC 4
Questions
How many financial advisors does Morgan Stanley have in Napa?
18 investment adviser representatives are registered at Morgan Stanley offices in Napa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 0 list the CFP designation and 18 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Napa?
Morgan Stanley ranks number 3 in Napa by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.
How do I check a Morgan Stanley advisor in Napa?
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.