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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Rancho Santa Fe, CA

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

The short answer

13 registered advisors work at Morgan Stanley in Rancho Santa Fe, out of 20,803 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 13 are also registered broker representatives.

Morgan Stanley advisors in Rancho Santa Fe, 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 Rancho Santa Fe

All Rancho Santa Fe advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 36American Money Management, LLC 10Wells Fargo Clearing Services, LLC 6Bull Oak Capital, LLC 5Dark Horse Advisors LLC 3Gracian Capital LLC 3

Questions

How many financial advisors does Morgan Stanley have in Rancho Santa Fe?

13 investment adviser representatives are registered at Morgan Stanley offices in Rancho Santa Fe, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 0 list the CFP designation and 13 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Rancho Santa Fe?

Morgan Stanley ranks number 2 in Rancho Santa Fe by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.

How do I check a Morgan Stanley advisor in Rancho Santa Fe?

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.