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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in San Luis Obispo, CA

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

The short answer

6 registered advisors work at Morgan Stanley in San Luis Obispo, out of 20,811 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Morgan Stanley advisors in San Luis Obispo, 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 2,116Chicago, 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 San Luis Obispo

All San Luis Obispo advisors →

LPL Financial LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Blakeslee & Blakeslee Financial Advisers Inc. 8San Luis Wealth Advisors 7Stifel, Nicolaus & Company, Incorporated 7Ep Wealth Advisors 6Ameriprise Financial Services, LLC 5Cerro Pacific Wealth Advisors, LLC 4Charles Schwab & Co., Inc. 4Edward Jones 4Prossimo Advisors LLC 4Wells Fargo Clearing Services, LLC 4

Questions

How many financial advisors does Morgan Stanley have in San Luis Obispo?

6 investment adviser representatives are registered at Morgan Stanley offices in San Luis Obispo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

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

Morgan Stanley ranks number 7 in San Luis Obispo by registered advisors; LPL Financial LLC has the most, with 15.

How do I check a Morgan Stanley advisor in San Luis Obispo?

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.