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Mher K
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Mher Khukoyan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and J.P. Morgan Securities. Khukoyan is based in Los Angeles, CA. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning programs.
Joseph P
Series 65, Series 63
Los Angeles, CA
Morgan Stanley
Joseph Pena is a financial advisor at Morgan Stanley in Los Angeles, CA, holding Series 65 and Series 63 credentials with five years of industry experience. He has worked at Morgan Stanley since 2020, following prior roles at U.S. Bank and Office Depot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Daniel T
Series 66
Los Angeles, CA
Morgan Stanley
Daniel Thomason is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2009. He has 20 years of industry experience. 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 emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.
Lyndsae H
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Lyndsae Hunter is a financial advisor at Morgan Stanley in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following positions at E*Trade Securities and Great American Dream. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm‑approved tools and modeling techniques.
Charles B
Series 66
Los Angeles, CA
Morgan Stanley
Charles Benell is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and six years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as two years at KPMG. He studied at Texas A&M and USC from 2008 to 2017. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.
Benn K
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Benn Konner is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2021 and previously spent 20 years at J.P. Morgan Securities Inc. along with five years at J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a trustee for family trusts. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning that includes tailored strategies supported by firm‑approved tools and models.
Ryan W
Series 66
Los Angeles, CA
Morgan Stanley
Ryan Wood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Lincoln Financial Advisors Corporation, and Donald E. Garcia. He is based in Los Angeles, CA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.
Valerie M
Series 66
Los Angeles, CA
Morgan Stanley
Valerie Morris is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at UBS Financial Services from 2009 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.
Christopher C
Series 66
Los Angeles, CA
Morgan Stanley
Christopher Consiglio is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior work includes several years at Merrill Lynch, Pierce, Fenner & Smith Inc., as well as an earlier tenure at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee insights as part of its financial planning process.
Mathew L
Series 66
Los Angeles, CA
Morgan Stanley
Mathew Lewis is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., and Dashlane Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client relationships and corporate agreements.
Stephen B
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Stephen Bearden is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.
Scott S
Series 66
Los Angeles, CA
Morgan Stanley
Scott Stuart is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience, having previously worked at United Talent Agency and Financial Profiles. 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, managing approximately $2.74 trillion in client assets.
Andrew S
Series 66
Los Angeles, CA
Morgan Stanley
Andrew Schauer is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of services including estate planning and corporate financial planning agreements.
Andrew P
Series 63
Los Angeles, CA
Morgan Stanley
Andrew Price is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools but does not provide individual security recommendations as part of the standalone planning service.
Richard D
Series 63
Los Angeles, CA
Morgan Stanley
Richard Duffy is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Morgan Stanley since 2014, including roles at 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 both individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and research.
Devon B
Series 66
Los Angeles, CA
Morgan Stanley
Devon Baranski is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, and has 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved as a manager in private investment activities through entities based in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a broad range of advisory programs.
Ryan M
Series 66
Los Angeles, CA
Morgan Stanley
Ryan Mahatme is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior work experience includes roles at Turnbridge Equities, DLA Piper, W2O Group, and Alnylam Pharmaceuticals, interspersed with periods of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on structured financial planning supported by sophisticated modeling tools and delivers services through a large network of advisors.
Nathalia P
Series 66
Los Angeles, CA
Morgan Stanley
Nathalia Pulido is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2024, she held roles at the Keck School of Medicine of USC, Ichan School of Medicine at Mount Sinai, and Lafayette College. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.
Luis M
Series 66
Los Angeles, CA
Morgan Stanley
Luis Medina is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2016. He has nine years of industry experience, including time at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling to deliver tailored financial plans while primarily acting in an advisory capacity.
Nicholas H
Series 66
Los Angeles, CA
Morgan Stanley
Nicholas Hogan is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at 24 Hour Fitness and Aflac. Outside of his advisory role, Hogan is involved as a house technician at Spear Recovery, where he monitors clients’ activities and provides regular updates to program management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.
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