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Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Walnut Creek, CA

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

The short answer

100 registered advisors work at Morgan Stanley in Walnut Creek, out of 20,803 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 100 are also registered broker representatives.

Morgan Stanley advisors in Walnut Creek, 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 Walnut Creek

All Walnut Creek advisors →

Wells Fargo Clearing Services, LLC 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23Wells Fargo Advisors Financial Network, LLC 23

Questions

How many financial advisors does Morgan Stanley have in Walnut Creek?

100 investment adviser representatives are registered at Morgan Stanley offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 3 list the CFP designation and 100 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Walnut Creek?

Morgan Stanley ranks number 2 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.

How do I check a Morgan Stanley advisor in Walnut Creek?

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.