Financial ADVSR advisor directory · SEC adviser records
Morgan Stanley financial advisors in Santa Rosa, CA
Every SEC-registered investment adviser representative at a Morgan Stanley office in Santa Rosa, A to Z.
The short answer
50 registered advisors work at Morgan Stanley in Santa Rosa, out of 20,803 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 50 are also registered broker representatives.
Morgan Stanley advisors in Santa Rosa, A to Z
Every Morgan Stanley advisor →- Todd O. AuAlso a broker rep
- Andrew R. AvilesAlso a broker rep
- Brianna M. BaileyAlso a broker rep
- James B. BerteroAlso a broker rep
- Aaron M. BlumAlso a broker rep
- Tawny L. BrittonCertified Financial Planner · Also a broker rep
- Culley W. CaseyAlso a broker rep
- Sara E. CassidyAlso a broker rep
- Natalie A. CastelloAlso a broker rep
- Gregory D. ChoAlso a broker rep
- Matthew M. DavisAlso a broker rep
- Fiona E. DomergueAlso a broker rep
- Darrin L. DonnellyAlso a broker rep
- Ernest R. DunlapAlso a broker rep
- Maria Lourdes D. EchaideAlso a broker rep
- Brenda J. EllAlso a broker rep
- Bethany J. FlintAlso a broker rep
- Craig R. FranklinAlso a broker rep
- Ronnie F. FuiavaAlso a broker rep
- Juan A. GachetAlso a broker rep
- Jeffrey D. GospeAlso a broker rep
- Anna M. GuyerAlso a broker rep
- Zachary A. HirsekornAlso a broker rep
- Tanya D. HosnerAlso a broker rep
- Stephen D. JangAlso a broker rep
- Daniel J. JohnsonAlso a broker rep
- Kristen R. KaczmarkAlso a broker rep
- Pamela L. KezerAlso a broker rep
- Rebecca L. LattimoreAlso a broker rep
- Peter J. Madison Jr.Also a broker rep
- Yahaira Martinez SanchezAlso a broker rep
- Amanda J. MauerAlso a broker rep
- Deidre A. McAloonAlso a broker rep
- Nicholas A. MendelsonAlso a broker rep
- Nicole L. MerchainCertified Financial Planner · Also a broker rep
- Erica MinorAlso a broker rep
- Thomas P. MorrisAlso a broker rep
- Anthony L. ParmisanoAlso a broker rep
- Erin E. RayAlso a broker rep
- Michael J. ReidAlso a broker rep
- Daniel S. RosaschiAlso a broker rep
- Deepinder SekhonAlso a broker rep
- Sampuran N. SekhonAlso a broker rep
- Toni J. SprouseAlso a broker rep
- Kyle B. StellingAlso a broker rep
- Manotham WardAlso a broker rep
- Eden G. WilliamsAlso a broker rep
- Champhang WolfardAlso a broker rep
- Beth B. WyattCertified Financial Planner · Also a broker rep
- Jackson YatesAlso a broker rep
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 Santa Rosa
All Santa Rosa advisors →LPL Financial LLC 36Wells Fargo Clearing Services, LLC 36Edward Jones 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Charles Schwab & Co., Inc. 13Eagle Strategies LLC 9Stifel, Nicolaus & Company, Incorporated 7Focus Partners Wealth, LLC 4Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4Commonwealth Financial Network 3J.P. Morgan Securities LLC 3
Questions
How many financial advisors does Morgan Stanley have in Santa Rosa?
50 investment adviser representatives are registered at Morgan Stanley offices in Santa Rosa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 50 are also registered as broker representatives.
Is Morgan Stanley one of the largest advisor employers in Santa Rosa?
Morgan Stanley ranks number 1 in Santa Rosa by registered advisors, ahead of LPL Financial LLC (36).
How do I check a Morgan Stanley advisor in Santa Rosa?
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.