Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in San Rafael, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in San Rafael, A to Z.
The short answer
32 registered advisors work at Morgan Stanley in San Rafael, out of 20,811 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 32 are also registered broker representatives.
Morgan Stanley advisors in San Rafael, A to Z
Every Morgan Stanley advisor →- Rowan M. BeachAlso a broker rep
- Andrea M. CamahortAlso a broker rep
- David V. CaprioAlso a broker rep
- Jack B. CaswellAlso a broker rep
- Gene H. ChungAlso a broker rep
- Catheryne DipreteAlso a broker rep
- Joseph J. GilAlso a broker rep
- Shubie GulatiAlso a broker rep
- Robert A. HoltChartered Financial Analyst · Also a broker rep
- William J. JonesAlso a broker rep
- James M. LippittAlso a broker rep
- Stephanie M. LippittAlso a broker rep
- Nathaniel A. LopezAlso a broker rep
- Bryce S. McConnellAlso a broker rep
- Candace G. McConnellAlso a broker rep
- Chad R. MerschatAlso a broker rep
- Thomas E. MullenAlso a broker rep
- Daniel M. MurphyAlso a broker rep
- John R. OrofinoAlso a broker rep
- Cassandra PateAlso a broker rep
- Matthew R. RickettsAlso a broker rep
- Elizabeth S. RobertsAlso a broker rep
- William B. RobinsonAlso a broker rep
- Dylan N. SchoebenAlso a broker rep
- Sanford I. SmithAlso a broker rep
- Kenneth E. SorensenAlso a broker rep
- Kenneth P. TarrantAlso a broker rep
- Kevin P. TarrantAlso a broker rep
- Shawn P. TraversAlso a broker rep
- Michael D. WelchAlso a broker rep
- John F. WilliamsAlso a broker rep
- Rodney R. WilliamsAlso a broker rep
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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 Rafael
All San Rafael advisors →Global Retirement Partners LLC 181Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 8Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6Meritas Wealth Management, LLC 6O'Donnell Financial Services, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5Westhill Financial Advisors, Inc. 5
Questions
How many financial advisors does Morgan Stanley have in San Rafael?
32 investment adviser representatives are registered at Morgan Stanley offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,811 nationwide. 0 list the CFP designation and 32 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in San Rafael?
Morgan Stanley ranks number 2 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.
How do I check a Morgan Stanley advisor in San Rafael?
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.