Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in San Mateo, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in San Mateo, A to Z.
30 registered advisors work at Morgan Stanley in San Mateo, out of 20,803 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 30 are also registered broker representatives.
Morgan Stanley advisors in San Mateo, A to Z
Every Morgan Stanley advisor →- Peter T. BergquistAlso a broker rep
- Juan C. CardonaAlso a broker rep
- Araceli Castaneda-RamirezAlso a broker rep
- Weifen ChengCertified Financial Planner · Also a broker rep
- Justine Y. CramerAlso a broker rep
- Anthony J. EssmaAlso a broker rep
- Joshua D. FongAlso a broker rep
- Marianna Frederick PaulsAlso a broker rep
- Philip C. HorowitzAlso a broker rep
- Michael T. HsuAlso a broker rep
- Mark A. JonesAlso a broker rep
- Tyler A. JonesAlso a broker rep
- Jacqueline KwongAlso a broker rep
- Sherwin G. LauAlso a broker rep
- Charlotte LeeAlso a broker rep
- Karla H. LeeAlso a broker rep
- Peiyi LinAlso a broker rep
- Stephen LoCertified Financial Planner · Also a broker rep
- Robert A. McLalan Jr.Also a broker rep
- Griffin A. MeyerAlso a broker rep
- Pervin R. OzerAlso a broker rep
- Hank PengAlso a broker rep
- Marina PerryCertified Financial Planner · Also a broker rep
- Mary S. RapperportAlso a broker rep
- Julia A. Seydlitz FalchiAlso a broker rep
- Larry J. ShawAlso a broker rep
- Jeffrey S. TaggartAlso a broker rep
- Scott J. TaggartAlso a broker rep
- Brian P. ThorbroggerAlso a broker rep
- James W. WongAlso a broker rep
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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 San Mateo
All San Mateo advisors →Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6
Questions
How many financial advisors does Morgan Stanley have in San Mateo?
30 investment adviser representatives are registered at Morgan Stanley offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 30 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in San Mateo?
Morgan Stanley ranks number 4 in San Mateo by registered advisors; Fisher Investments has the most, with 48.
How do I check a Morgan Stanley advisor in San Mateo?
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.