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Morgan Stanley financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Newport Beach, A to Z.
The short answer
84 registered advisors work at Morgan Stanley in Newport Beach, out of 20,803 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 84 are also registered broker representatives.
Morgan Stanley advisors in Newport Beach, A to Z
Every Morgan Stanley advisor →- Lily AnandAlso a broker rep
- Jill BartholomewAlso a broker rep
- Walter R. BeddeoAlso a broker rep
- Sarah M. BlosserAlso a broker rep
- Gayle N. BullockAlso a broker rep
- Jenna A. BurkeAlso a broker rep
- Andrea M. CasawAlso a broker rep
- Scott M. CastonAlso a broker rep
- Elizabeth CervantesCertified Financial Planner · Also a broker rep
- Lee E. ClarkAlso a broker rep
- Shelby CohantzAlso a broker rep
- Roya ColeAlso a broker rep
- Neal J. ColemanAlso a broker rep
- Jennifer F. CollinsAlso a broker rep
- Raymond B. CrandalAlso a broker rep
- Brooke K. CrownoverAlso a broker rep
- Sean B. DavittAlso a broker rep
- Nicholas J. DolleAlso a broker rep
- Isabella R. DomeykoAlso a broker rep
- Janet Farfan-AlvaradoAlso a broker rep
- Wolfgang K. FrischAlso a broker rep
- Emily S. GaiAlso a broker rep
- Rita C. GarchieAlso a broker rep
- Joshua A. GelberAlso a broker rep
- Olivia R. GilsonAlso a broker rep
- Payton GronnerudAlso a broker rep
- Barry S. GrossmanAlso a broker rep
- Nikita Z. HuangAlso a broker rep
- Brandon J. HuntAlso a broker rep
- Elliot E. IchinoseAlso a broker rep
- Tammy L. JauAlso a broker rep
- Damon D. JohnsonAlso a broker rep
- Renee A. JohnsonAlso a broker rep
- David L. KleinAlso a broker rep
- Abhay N. KothariAlso a broker rep
- Corey O. LangstonAlso a broker rep
- Angelica C. LaraAlso a broker rep
- Kevin LeAlso a broker rep
- David R. LehnertzAlso a broker rep
- Winona A. LivingstonAlso a broker rep
- James R. LoynesAlso a broker rep
- Keegan A. MancinelliAlso a broker rep
- Karen Lyn ManuharanAlso a broker rep
- Scott R. McEwanCertified Financial Planner · Also a broker rep
- John R. McLaughlinAlso a broker rep
- Douglas G. MeeceAlso a broker rep
- Joshua J. MeekAlso a broker rep
- Michael L. MillionAlso a broker rep
- James M. MoosAlso a broker rep
- Marian M. MorcosAlso a broker rep
- Mark MorganAlso a broker rep
- Trevor MorganAlso a broker rep
- Ryan J. MorrisseyAlso a broker rep
- Patricia V. MullinAlso a broker rep
- Richard C. NewmanAlso a broker rep
- Mai N. NguyenAlso a broker rep
- Sophia Oh-NguyenAlso a broker rep
- Michael A. PepperAlso a broker rep
- Rex B. PetersonAlso a broker rep
- Michelle QueensenAlso a broker rep
- Richard R. RacofskyAlso a broker rep
- Crispina RenteriaAlso a broker rep
- Robert B. RichardsonAlso a broker rep
- Rene M. RimlingerAlso a broker rep
- Kathy E. RobertsonAlso a broker rep
- Cherlyn S. RuggAlso a broker rep
- Luca C. RussoAlso a broker rep
- Azita SalamAlso a broker rep
- Christine SceberrasAlso a broker rep
- Dennis M. SchwaryAlso a broker rep
- Jessica A. SheafferAlso a broker rep
- William C. SheafferAlso a broker rep
- Jake G. SineAlso a broker rep
- Timothy J. SkellyAlso a broker rep
- Justin D. StoneAlso a broker rep
- Simi StruveAlso a broker rep
- Joshua D. TaussigAlso a broker rep
- James M. TurnerAlso a broker rep
- Andrea S. VuAlso a broker rep
- Kendall B. WearAlso a broker rep
- Susan S. YangAlso a broker rep
- David R. YoungCertified Financial Planner · Also a broker rep
- Gregory G. ZappasAlso a broker rep
- Lora B. ZippeAlso a broker rep
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 2,084Purchase, 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 Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38MML Investors Services, LLC 33
Questions
How many financial advisors does Morgan Stanley have in Newport Beach?
84 investment adviser representatives are registered at Morgan Stanley offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 84 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Newport Beach?
Morgan Stanley ranks number 4 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Morgan Stanley advisor in Newport Beach?
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.