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Sean K
Series 66
Los Angeles, CA
Morgan Stanley
Sean Kelly is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 credential and seven years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at WGSN from 2014 to 2018. Outside of his advisory role, he operates a motorcycle rental business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools and models to support client strategies.
Daniel F
Series 66
Los Angeles, CA
Morgan Stanley
Daniel Figueroa is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 license with four years of industry experience. His prior roles include positions at Raymond James & Associates and experience in educational institutions such as California State University - Long Beach and Moorpark College. Morgan Stanley Wealth Management serves both individual and institutional clients with a 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 employs a structured planning process that incorporates firm‑approved tools and modeling techniques.
Scott L
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Scott Lindus is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2015 and previously spent 16 years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and models to assist clients.
Paul T
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Paul Thompson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as previous roles at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates firm-approved tools and modeling techniques.
Jeffrey L
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Jeffrey Lieberman Sr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Based in Los Angeles, CA, he has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through both direct and employer-sponsored arrangements.
Carmen D
Series 66
Los Angeles, CA
Morgan Stanley
Carmen Delgado is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is the sole proprietor and owner of Ro + Liv Events, a party decor business based in Canyon Country, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and advanced modeling tools, serving clients in both direct and employer-sponsored financial planning arrangements.
Cheryl L
Series 66
Los Angeles, CA
Morgan Stanley
Cheryl Lorenzo is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including E*TRADE, Citigroup, Bank of America, Merrill Lynch, City National Bank, and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery and approved planning tools, serving clients through both direct relationships and corporate financial planning agreements.
Joan C
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Joan Camarillo is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets for 23 years. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Lemuel D
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Lemuel Daniels is a financial advisor at Morgan Stanley with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Based in Los Angeles, CA, Daniels has a long tenure within the firm’s wealth management division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.
Robert H
Series 66
Los Angeles, CA
Morgan Stanley
Robert Hempstead is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation and having 21 years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities from 2016 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary modeling techniques in its services.
Lesley L
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Lesley Legeness is a financial advisor at Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is a member of 7174 Enterprises LLC, an investment-related entity. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.
Michael G
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Michael Goodman is a financial advisor at Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Goodman serves as a trustee for a trust in Calabasas, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process that incorporates proprietary tools and modeling techniques.
Leslie M
Series 66
Los Angeles, CA
Morgan Stanley
Leslie Murphy is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and worked at Citigroup Global Markets from 1995 to 2009. Murphy holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment committee guidance to support client outcomes and manages approximately $2.74 trillion in client assets.
Tyler C
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Tyler Chung is a financial advisor at Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Charles Schwab and Alfalfa. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad array of investment and planning solutions.
Amy Q
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Amy Quinn is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support its financial planning services.
Steven P
Series 66
Los Angeles, CA
Morgan Stanley
Steven Pompan is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009 and also serves with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an owner and partner of A&L Associates LLC, a real estate investment and finance company based in Culver City, California. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, including tailored financial planning supported by firm-approved tools and an established discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment programs along with planning and estate strategy services.
Lydia H
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Lydia Hinzer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, following earlier roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating tools such as Secular Return Estimates and Monte Carlo simulations.
Vivian A
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Vivian Afriyie is a financial advisor with Morgan Stanley in Los Angeles, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. In addition to her advisory work, she is the sole proprietor of VivClix, a retail and online shipping business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Sonja Y
Series 66
Los Angeles, CA
Morgan Stanley
Sonja Youngberg is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services.
Darius M
Series 66
Los Angeles, CA
Morgan Stanley
Darius Mikrut is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities and E*TRADE Capital Management from 2012 to 2020. 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 advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.
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