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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Oakland, CA

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

The short answer

51 registered advisors work at Morgan Stanley in Oakland, out of 20,803 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 51 are also registered broker representatives.

Morgan Stanley advisors in Oakland, 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 2,084Purchase, 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 Oakland

All Oakland advisors →

Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4

Questions

How many financial advisors does Morgan Stanley have in Oakland?

51 investment adviser representatives are registered at Morgan Stanley offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 51 are also registered as broker representatives.

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

Morgan Stanley ranks number 1 in Oakland by registered advisors, ahead of Infinity Financial Services Advisory (27).

How do I check a Morgan Stanley advisor in Oakland?

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.