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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in San Francisco, CA

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

The short answer

418 registered advisors work at Morgan Stanley in San Francisco, out of 20,811 at the firm nationwide; it ranks number 1 in the city by advisors. 7 list the CFP designation and 418 are also registered broker representatives.

Morgan Stanley advisors in San Francisco, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in other cities

New York, NY 2,116Chicago, IL 590Purchase, NY 570Atlanta, GA 419Miami, FL 413Boston, MA 353Houston, TX 300Tampa, FL 297Alpharetta, GA 284Morristown, NJ 246Dallas, TX 225Washington, DC 213Garden City, NY 204Los Angeles, CA 199Boca Raton, FL 194

Other firms in San Francisco

All San Francisco advisors →

J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55Perigon Wealth Management, LLC 50

Questions

How many financial advisors does Morgan Stanley have in San Francisco?

418 investment adviser representatives are registered at Morgan Stanley offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 7 list the CFP designation and 418 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in San Francisco?

Morgan Stanley ranks number 1 in San Francisco by registered advisors, ahead of J.P. Morgan Securities LLC (286).

How do I check a Morgan Stanley advisor in San Francisco?

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.