Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Aleksey F
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Aleksey Fur is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. In addition to his advisory role, he is proprietor of Fur Consulting LLC, which engages in private placements for consumer brand companies outside of regular business hours. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, employing firm-approved tools and models for outcome projections and managing approximately $2.74 trillion in client assets.
Susanna A
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Susanna Adler is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and modeling techniques.
Alexander S
Series 66
Beverly Hills, CA
Morgan Stanley
Alexander Siele is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and employs investment modeling techniques such as Monte Carlo simulations in its planning process.
Karma S
Series 66
Beverly Hills, CA
Morgan Stanley
Karma Shahin is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Morgan Stanley, having previously worked at Flagstar Advisors, Signature Securities, Citigroup Global Markets, and HSBC. Shahin is based in Beverly Hills, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and uses tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.
Gilles B
Series 66
Beverly Hills, CA
Morgan Stanley
Gilles Barretieri is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. He is based in Beverly Hills, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various structured investment and planning solutions.
Adriana L
Series 66
Beverly Hills, CA
Morgan Stanley
Adriana Luna is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Citibank, Bank of America, Merrill, Comerica Bank, and the University of California, Los Angeles. She has also worked at Speech Source Therapy Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.
Jennifer D
CFP®, Series 66
Beverly Hills, CA
Morgan Stanley
Jennifer Duarte is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2021. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Octavia Risk Management LLC, Octavia Wealth Advisors LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and strategies.
Noyan G
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Noyan Garemani is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2005, respectively. Outside of advisory work, he is involved with Silverfork Productions, a business offering cooking classes and bread mixes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to assist clients in their financial planning.
Samuel B
Series 65, Series 63
Beverly Hills, CA
Morgan Stanley
Samuel Bentil Owusu is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Charles Schwab, TD Ameritrade, U.S. Bancorp Investments, U.S. Bank, Wells Fargo, and New York Community Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves both direct clients and corporate financial planning agreements.
George T
Series 63
Beverly Hills, CA
Morgan Stanley
George Torok is a Series 63 licensed financial advisor with 48 years of industry experience. He is currently with Morgan Stanley in Beverly Hills, CA, having worked since 2012 at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.
Paul W
Series 66
Beverly Hills, CA
Morgan Stanley
Paul Walmsley is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, and Rosland Capital. Outside of his advisory role, he coaches boys' soccer at Loyola High School and is a published author. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.
Randall G
Series 63, Series 66
Beverly Hills, CA
Morgan Stanley
Randall Goldring is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley and its affiliates since 2012. Outside of his advisory role, he is also an author involved in publishing. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to support clients’ investment decisions.
Emma C
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Emma Coyne is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citi Bank, UBS, and Permit Capital. Coyne attended Tulane University from 2019 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models in its financial planning process.
Anna H
Series 66
Beverly Hills, CA
Morgan Stanley
Anna Hoberman is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools to guide clients.
Nicholas M
Series 66
Beverly Hills, CA
Morgan Stanley
Nicholas Meinhardt is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is a partner at Nick+Alex Productions, a community-focused business based in New Orleans. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a range of financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.
Mark P
Series 66
Beverly Hills, CA
Morgan Stanley
Mark Persaud is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously practiced law at his own firm, the Law Offices of Mark Persaud, Esq, from 2005 to 2017. His current roles include positions at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools without providing specific security recommendations as part of standalone plans.
Matthew S
Series 66
Beverly Hills, CA
Morgan Stanley
Matthew Sorensen is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 credential and nine years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at JP Morgan Chase Bank and J.P. Morgan Securities, and spent eight years at First Republic Securities Company and First Republic Investment Management. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and sophisticated modeling tools, serving clients both directly and through corporate financial planning agreements.
Todd M
Series 63, Series 65
Beverly Hills, CA
Morgan Stanley
Todd Mckee is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of finance, he has been involved in acting as a proprietor in the Pacific Palisades area. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools without individual security recommendations as part of standalone planning.
Michelle S
Series 66
Beverly Hills, CA
Morgan Stanley
Michelle Silva is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, where she has worked since 2013. She has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.
Jeffrey G
Series 65, Series 63
Beverly Hills, CA
Morgan Stanley
Jeffrey Gage is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He previously worked at Rochdale Investment Management for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters