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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Valencia, CA

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

The short answer

14 registered advisors work at Morgan Stanley in Valencia, out of 20,803 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 14 are also registered broker representatives.

Morgan Stanley advisors in Valencia, 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 2,084Purchase, 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 Valencia

All Valencia advisors →

Prosperitas Financial, LLC 29LPL Financial LLC 17Cetera Investment Advisers LLC 9Edward Jones 7State Farm Investment Management Corp. 5J.P. Morgan Securities LLC 4Martin & Company 4Thrivent Investment Management Inc. 4Eagle Wealth Management Group Inc. 3Global Financial Advisory Services, Inc. 3M2 Capital Advisors 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Morgan Stanley have in Valencia?

14 investment adviser representatives are registered at Morgan Stanley offices in Valencia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 0 list the CFP designation and 14 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Valencia?

Morgan Stanley ranks number 3 in Valencia by registered advisors; Prosperitas Financial, LLC has the most, with 29.

How do I check a Morgan Stanley advisor in Valencia?

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.