Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Orinda, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Orinda, A to Z.
The short answer
23 registered advisors work at Morgan Stanley in Orinda, out of 20,811 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 23 are also registered broker representatives.
Morgan Stanley advisors in Orinda, A to Z
Every Morgan Stanley advisor →- Lindsay B. AbramsAlso a broker rep
- Daniel W. AlbertAlso a broker rep
- Emily E. BachAlso a broker rep
- Richard P. BeaumontAlso a broker rep
- Shelby J. BuccellatoAlso a broker rep
- Bret CametoAlso a broker rep
- Matthew M. CummingsAlso a broker rep
- Lindy N. CweiberAlso a broker rep
- Susan L. DavitzAlso a broker rep
- Mary A. DinermanAlso a broker rep
- Tina A. FletcherAlso a broker rep
- Christopher GodvinAlso a broker rep
- Matthew H. KoobAlso a broker rep
- Nicole M. LaiAlso a broker rep
- Caroline E. LangnerAlso a broker rep
- Gary MartinCertified Financial Planner · Also a broker rep
- Anna B. MillerAlso a broker rep
- Nicholas E. MommaertsAlso a broker rep
- Anne Nishiura-SetoAlso a broker rep
- Sean M. ParksAlso a broker rep
- Mackenzie R. SitzwohlAlso a broker rep
- Claudia ThompsonAlso a broker rep
- Ava B. WilliamsAlso a broker rep
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Morgan Stanley advisors in other cities
New York, NY 2,116Chicago, IL 590Purchase, NY 570San Francisco, CA 427Atlanta, GA 419Miami, FL 413Boston, MA 353Houston, TX 300Tampa, FL 297Alpharetta, GA 284Morristown, NJ 246Dallas, TX 225Washington, DC 213Garden City, NY 204Los Angeles, CA 199
Other firms in Orinda
All Orinda advisors →Bell Investment Advisors Inc. 7Penserra Capital Management LLC 7Wespac Advisors, LLC 7Penserra Global Investors LLC 6Wells Fargo Advisors Financial Network, LLC 6Ameriprise Financial Services, LLC 5Naylor & Company 4Osaic Wealth, Inc. 3Penserra Wealth Management 3
Questions
How many financial advisors does Morgan Stanley have in Orinda?
23 investment adviser representatives are registered at Morgan Stanley offices in Orinda, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 1 list the CFP designation and 23 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Orinda?
Morgan Stanley ranks number 1 in Orinda by registered advisors, ahead of Bell Investment Advisors Inc. (7).
How do I check a Morgan Stanley advisor in Orinda?
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.