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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Palo Alto, CA

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

The short answer

143 registered advisors work at Morgan Stanley in Palo Alto, out of 20,803 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 143 are also registered broker representatives.

Morgan Stanley advisors in Palo Alto, 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 Palo Alto

All Palo Alto advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 83Wells Fargo Clearing Services, LLC 62J.P. Morgan Securities LLC 46UBS Financial Services Inc. 32Strategic Advisers LLC 27Wealthfront Advisers LLC 24Sand Hill Global Advisors, LLC 15Citigroup Global Markets Inc. 7Rebalance LLC 7Focus Partners Wealth, LLC 5LPL Financial LLC 4Oceaniq Capital, LLC 4

Questions

How many financial advisors does Morgan Stanley have in Palo Alto?

143 investment adviser representatives are registered at Morgan Stanley offices in Palo Alto, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 143 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Palo Alto?

Morgan Stanley ranks number 1 in Palo Alto by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (83).

How do I check a Morgan Stanley advisor in Palo Alto?

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.